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Work from Home Entry Level Financial Advisor

Responsibilities:

Excellent customer service skills is required to be successful in this role.
Data-entry, appointment setting with basic computer skills  
Responsible for establishing and cultivating customer relationships. 
Maintain accurate records of all sales and customer activities, manage a sales pipeline, and collaborate with cross-functional teams to deliver exceptional customer service.
 

Qualifications:

Excellent communication, presentation, and interpersonal skills.

Demonstrated ability to generate and close sales leads and manage a sales pipeline. 
Ability to work independently and as part of a team, and to collaborate effectively with cross-functional teams.

Ability to work in a fast-paced, dynamic environment. Strong problem-solving and negotiation skills.

Basic computer skills and proficiency in CRM software. Willingness to train, grow and learn new concepts.
 

We Offer:

  • Work From Home (Fully Remote)
  • Part to Full Time
  • Flexible Scheduling
  • Extensive Paid Training when you start, with continued developmental training throughout your career
  • Entry-Level candidates accepted
  • International students with ability to pass background check accepted (18+)