Financial Services Representative

A prominent financial services company in North America, with licensed independent representatives. The company focuses on addressing the financial needs of middle-income families by offering products such as term life insurance, mutual funds, annuities, and mortgages. We also provides entrepreneurial individuals the opportunity to build their own financial services business. Empowering families to achieve financial security and prepare for their future.

This is a part / full-time, hybrid role for a Financial Services Representative, located in Modesto, CA. The primary responsibilities include assisting clients with financial planning, providing tailored financial services such as investments, insurance, and savings solutions, and offering expert guidance to meet the unique needs of each client. Additionally, the role involves building client relationships, delivering top-tier customer service, and ensuring compliance with industry standards and regulations.

• Strong knowledge and experience in Finance, Financial Services, and Investments
• Understanding of Insurance products and services
• Proven ability to deliver excellent Customer Service
• Strong communication and interpersonal skills, with the ability to build and maintain client relationships
• Relevant licenses in financial services or insurance are highly preferred
• Bachelor's degree in Finance, Business, or a related field is advantageous
• Ability to work effectively in an on-site / hybrid remote environment
• Training, Licensing and Coaching available for the “Right” candidate with no Prior Education or Experience.