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Entry Level Financial Services Professional

Skills
Customer ServiceEntrepreneurshipFinanceFinancial ServicesMarketingPublic SpeakingSales
Role

What the job involves

The main requirements, responsibilities and hiring steps.

Requirements

  • Ability to study and pass the Life & Health Insurance License
  • Must pass a background check (No Felonies)
  • Must have or be able to obtain a U.S Social Security Number.

Nice to have

  • Customer Service
  • Entrepreneurship
  • Finance
  • Financial Services
  • Marketing
  • Public Speaking
  • Sales
  • Team Leadership

Day to day

  • Develop Financial Need Analysis (FNA) for Clients
  • Place families individuals and business owners in a financial position of advantage
  • Work with A+ Rated financial companies nationwide.