Financial Educator at Jobisite / employment-usa.net

This job ad has been posted over 40 days ago...

applicants

Financial Educator

at Jobisite in Texas

Our Financial Administration is looking for someone to work in its strategy section. Our organization works with well-known companies from around the world, and we're expanding fast across the country. We're searching for skilled individuals who can support our aim of assisting families and businesses in protecting their assets. Faith, Family, Finance, Fitness and Fun are the core values of our firm. We place a strong emphasis on strong leadership, and providing our employees with the tools they need to succeed in the industry. We provide mentorship and do not require any prior expertise. Capacity for part-time or full-time work.
This is solely commission-based business
Occupation is consists of the following responsibilities:
• Overseeing planning activities, including supporting clients with cutting-edge case analysis.
• Following policy guidelines and safeguarding customer information.
• Execute operational aspects for customers in collaboration with senior executives, associate consultants, and/or account service assistants.
• Gather all necessary reports for client meetings.
• Use extensive product, service, and strategy knowledge to deliver proactive, complete guidance.
• Maintain client communication while managing a client portfolio.
• Act as the principal strategist for preserving, educating, teaching, and coaching customers on the many various products and services that are appropriate and available to them.
• Maintain the necessary certificates and licenses as required by the company.
• Act as a leader and assist in the development and training of other field leaders.
Summary of the Position:
- Opportunities for leadership and advancement
- Assisting families and business owners
- ZOOM video conferencing allows you to work from home.
- No cold calling
- A schedule that is adaptable (full time or part-time)
- Generate recurring, passive, trail, 1099, and residual income
- Create your own agency and staff.
- No prior experience is required; mentorship will be provided through our thorough training program.
With your application, please include your Resume and contact information.
ZOOM software will be used to conduct interviews for suitable applicants.

Reference : Financial Educator jobs

» Apply now