Financial Services Professional

Foster Financial Group • Full-time • Remote (Cibolo, TX, US) • $1.50k - $7.50k / month • 1m ago

Job Summary

We are seeking a dynamic and dedicated Financial Services Professional to join our team. In this role, you will serve as a key point of contact for clients, providing tailored financial solutions and guidance across a broad spectrum of services. Your expertise will help clients achieve their financial goals through personalized advice, effective communication, and comprehensive product knowledge. This position offers an exciting opportunity to engage in outside sales, develop strong client relationships, and contribute to the growth of our financial services division. Key Responsibilities:

Conduct outside sales efforts to identify and attract new clients, utilizing effective negotiation and communication skills
Provide comprehensive financial advice related to insurance products, retirement planning, and investment options
Manage sales administration tasks including client onboarding, documentation, and benefits administration
Utilize analysis skills to assess client financial situations and recommend appropriate solutions
Develop marketing strategies to expand client base and increase product awareness
Maintain excellent customer service standards by addressing inquiries promptly and professionally
Collaborate with team members across departments to optimize service delivery and client satisfaction

Pay: $1,500.00 - $7,500.00 per month

Work Location: Hybrid remote in Cibolo, TX 78108