Financial Services Professional

Martinez Financial Office • Contract • Remote (Modesto, CA, US) • $47.19k - $56.83k / year • 4d ago

Overview
Join our dynamic team as a Financial Services Professional and become a vital partner in helping clients achieve their financial goals! This energetic role offers the opportunity to engage with diverse customers, provide tailored financial solutions, and build lasting relationships. As a key contributor, you will leverage your sales expertise and communication skills to educate clients on insurance, investment options, and financial planning strategies. We are committed to fostering a lively, supportive environment where your enthusiasm and dedication can truly shine.

Responsibilities

Attend a training sessions to learn financial concepts and develop industry knowledge
Share educational information on topics such as budgeting debt management and preparing for the future
Engage with clients to identify their financial needs
Conduct thorough analysis of client financial situations to recommend suitable insurance products and investment strategies
Negotiate terms and close sales by clearly communicating benefits and addressing client questions effectively
Manage sales administration tasks such as documentation, follow-up, and benefits administration processes
Develop marketing strategies to attract new clients while maintaining excellent customer service standards
Maintain compliance with HIPAA regulations when handling sensitive client information
Build and maintain professional relationships with clients and team members

Requirements

Excellent communication skills in multiple languages; bilingual abilities are highly valued
Strong analysis skills to evaluate client financial data and recommend appropriate solutions
Ability to negotiate effectively and build rapport with diverse clientele
Familiarity with marketing techniques and sales strategies to expand client base
Multilingual proficiency (bilingual preferred) to serve a broad customer demographic

What Is provided

Training program with mentorship and hands-on support
Flexible schedule options: in office, remote, or hybrid
Workshops, continuing education, and skill development
A supportive environment within an independently operated office

Compensation

Compensation is performance based in varies depending on training progress, licensing, and work activity. More details will be provided during the interview process in accordance with state guidelines.

Join us as a Financial Services Professional and empower individuals on their journey toward financial security! Your enthusiasm, combined with your expertise in sales and client relations, will make a meaningful difference every day.

Job Type: Contract

Pay: $47,190.95 - $56,832.12 per year

Benefits: