Remote Financial Services Representative

Promoted Parent
  • Post Date: October 11, 2020
  • Applications 0
  • Views 16
Job Overview
  • Experience:
    • Financial Services, 1 year (Preferred)

    • Business Development, 1 year (Preferred)

  • Work authorization:
    • United States (Required)

Full Job Description

Fully Remote Financial Services Representative

  • Listening to customer requirements and presenting appropriately to make a sale.
  • Customer Service Skills: The customer is always right. You will need to be able speak in a friendly way to customers and potential customers, listening to their needs and helping communicate options for them .
  • Persistence: Not every customer is going to be a sale. Being able to bounce back if you lose a sale will be key for this job .

Job Requirements

  • Great interpersonal and communication skills
  • Problem solver and ability to think quickly
  • Professional appearance
  • Organized and reliable
  • A willingness to learn and be taught
  • Results driven attitude
  • No criminal background
  • Reliable transportation
  • Self-Motivated
  • Compensation is varied based on interview /assessments /skills /qualifications which will discuss during the interview. Total compensation will include commission .
  • Establish and maintain strong client relationships
  • Provide education and solutions to clients as you leverage the resources of our team of professionals.

You’re Only as Good as Your Team !



Knowledge is Power.

CA-License# OE86550

Address: 1240 N. Lakeview Ave Suite 200 (2nd Floor) Anaheim, CA 92807

Tel: (714) 239-1100 ext. 275

Fax : (714)239-1109




* COVID-19 considerations:

We are well prepared to conduct business remotely in this unprecedented time by using our “Cloud Based Technology”.

Our business model is knowledge based, therefore all of our team members will receive a proper hands on training.

Job Type: Full-time

Pay: $65,000.00 per year


  • Monday to Friday


  • Financial Services: 1 year (Preferred)
  • Business Development: 1 year (Preferred)

Work authorization:

  • United States (Required)

Work Location:

  • Fully Remote

Typical start time:

  • 9AM

Typical end time:

  • 5PM

This Company Describes Its Culture as:

  • Detail-oriented — quality and precision-focused
  • Stable — traditional, stable, strong processes
  • People-oriented — supportive and fairness-focused
  • Team-oriented — cooperative and collaborative

Company’s website:


Company’s Facebook page:

Job Detail
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