About us
We are professional, agile and innovative!
Our work environment includes:
- Modern office setting
- Food provided
- Growth opportunities
```Duties```
- Provide financial guidance and advice to clients
- Assist clients in managing their finances and achieving their financial goals
- Conduct financial analysis and develop personalized financial plans
- Educate clients on various financial products and services
- Utilize customer relationship management (CRM) systems to track client interactions and maintain accurate records
- Collaborate with team members to meet sales targets and objectives
```Experience```
- Previous experience in financial sales is preferred
- Excellent customer service skills with the ability to build and maintain relationships
- Proven sales abilities with a track record of meeting or exceeding targets
Note: This job description is not intended to be all-inclusive. The employee may perform other related duties as negotiated to meet the ongoing needs of the organization.
Please submit your resume highlighting your relevant experience for consideration.
Job Types: Full-time, Part-time
Pay: $65,776.00 - $76,401.00 per year
Expected hours: 10 – 40 per week
Benefits:
- Financial planning services
- Flexible schedule
- Life insurance
- Opportunities for advancement
- Retirement plan
Experience level:
Physical setting:
Schedule:
- Evenings as needed
- Monday to Friday
- Weekends as needed
Work Location: Hybrid remote in Altamonte Springs, FL 32714