Urgent need of Financial Professional 2025

Accounting / Finance
Remote
January 9, 2025
Full Time

Job Description

Remote

TFF Research

Overview
As a Financial Professional, you will play a crucial role in helping clients achieve their financial goals through expert advice and tailored financial solutions. This position requires strong analytical skills, excellent communication abilities, and a commitment to providing exceptional customer service. You will be responsible for building and maintaining client relationships while navigating the complexities of finan cial products and services.

Duties

  • Analyze clients’ financial situations to provide personalized recommendations and strategies.
  • Communicate effectively with clients to understand their needs and objectives.
  • Negotiate terms and conditions of financi al products to ensure client satisfaction.
  • Conduct telemarketing efforts to generate leads and expand the client base.
Financial Professional Remote
Financial Professional Remote
  • Provide guidance on insurance sales, ensuring clients are well-informed about their options.
  • Maintain accurate records of client interactions and sales administration tasks.
  • Offer bilingual support to cater to diverse clientele, enhancing customer service experience.
  • Collaborate with team members to develop innovative finan cial solutions.

Qualifications of Financial Professional

Remote

  • Proven experience in sales or customer service, preferably in a financia l services environment.
  • Strong analytical skills with the ability to assess complex financi al data.
  • Excellent communication skills, both verbal and written, with an emphasis on negotiation.
  • Multilingual or bilingual capabilities are highly desirable to serve a wider range of clients.
  • Familiarity with insurance sales is a plus but not mandatory.
  • A proactive approach to problem-solving and the ability to work independently as well as part of a team.
  • A commitment to ongoing professional development in the financ ial services industry.

Join our team as a Financi al Professional and make a meaningful impact on the lives of our clients by guiding them towards financ ial stability and success.

Job Types: Full-time, Part-time

Pay: $50,000.00 – $90,000.00 per year

Benefits:

  • Flexible schedule
  • Work from home

Supplemental Pay:

  • Bonus opportunities
  • Commission pay

People with a criminal record are encouraged to apply

Language:

  • Spanish (Preferred)

Work Location: Remote

Location

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