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Salesfolks

Financial Services Associate

raleigh, NC

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About this opportunity

Salesfolks lists this Financial Services Associate opportunity in raleigh, North Carolina. Review the employer’s description below for duties, qualifications and application requirements.

Job description

Leadership Opportunity in Financial EducationThis is an opportunity in leadership with a focus on educating our clientele on financial concepts and options available to them. Our mission and vision is to impact our communities through financial literacy, as well as offering the best-in-class financial products and services. We are a team-oriented environment. If you feel you meet the qualities below, we would love to hear from you. Performance based pay - with opportunity for renewals and residuals (Passive Income). Qualities we're looking for:EntrepreneurialAmbitiousSelf-motivatedTeam PlayerCoachableIntegrity and strong sense of ethicsPassion for helping peopleStrong interpersonal skillsEnjoys working in a fast-paced environmentThis Job Is Ideal for Someone Who Is:CompetitiveAchievement-orientedGrowth focusedInventiveThis Company Describes Its Culture as:Team-orientedPeople focusedInnovativeBy joining our team, you'll have access to:The opportunity to pursue leadership and specialized rolesA culture that promotes diversity, teamwork, work/life balance, recognition and rewardsExceptional income potential, as your hard work will directly relate to your sales results (Up front incentive AND recurring revenue)Our financial representatives are compensated through: commissions, bonuses, repeat business, and client retentionAn award-winning training program to help you get startedMentorship and professional development training throughout your entire careerResponsibilities of the Role:Assist in financial analysis and planning for clientsUtilize financial software to track and analyze client dataEngage in customer relationship management to ensure client satisfactionCollaborate with team members on research and financial servicesUphold confidentiality and compliance with financial regulationsBenefits:Uncapped Income potentialGrowth within the companyFlexible scheduleProfessional developmentWork Location: 100% Remote Multiple office locationsHours per week: 10-15Schedule: Two weekly team meetings Flexible scheduleAdditional Benefits:Performance-based compensationBonus compensationResidual compensationFully remote workFlexible schedule

Worksite address

raleigh, NC, 27601, US

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