Financial Services Representative

Our organization is seeking candidates interested in becoming Financial Services Representatives (No prior experience required). We assist all potential new representatives in obtaining training and licenses dealing with financial services. These licenses include SEC Series license required to manager retirement accounts, investments relationship banking, mortgage, life and health insurance, amongst various other financial services. We provide each new representative with initial training for licensing required by banks and financial institutions. We also provide ongoing (career level) leadership and team building training.

ABOUT THE JOB

Responsibilities: As a Financial Services Representative, you will be servicing the local community with identifying and education them based on their financial needs. You will provide a personalized financial analysis, to identify goals and shortfalls for retirement and other needs to that client's specific scenario. Based on their current financial goals, tailored strategies, goals and products will be provided to ensure thy can meet a specific outcome. Our goal is to help every servicemember and their family become financially secure. Organizational Values: Determination, Integrity, Adaptability, LoyaltyQualifications: High school diploma. No prior experience required. Must be able to pass a background and credit check*.If you are a servant leader or interested in financial services and enjoy meeting new people this is the opportunity for you! We have a passion for professional growth and want to help local and military community with financial goals that will set them up for long term success.

RESPONSIBILITIES

• Servicing the local community by identifying and educating them based on their financial needs.
• Providing personalized financial analysis to identify goals and shortfalls for retirement and other needs specific to the client's scenario.
• Offering tailored strategies, goals, and products to ensure clients can meet specific financial outcomes.

QUALIFICATIONS

• High school diploma.
• Ability to pass a background and credit check.
• Interest in financial services and meeting new people.

ADDITIONAL ELIGIBILITY

Must be able to pass a credit and background check.

TARGET MOCS

36B, 42A, 1650, 6F0X1, B610

BENEFITS

• Initial training for licensing required by banks and financial institutions.
• Ongoing leadership and team building training.

OTHER

Financial Services, Sales, Leadership and Team building.