Client-First Financial Representative
Remote / Online - Candidates ideally in
Berkeley, Alameda County, California, 94709, USA
Listed on 2026-01-12
Berkeley, Alameda County, California, 94709, USA
Listing for:
Soteria Reinsurance Ltd.
Full Time, Remote/Work from Home
position Listed on 2026-01-12
Job specializations:
-
Customer Service/HelpDesk
-
Finance & Banking
Job Description & How to Apply Below
A leading financial services company in Berkeley, CA is seeking a Financial Representative to engage with clients and develop long-lasting relationships. The role requires customer service experience and the ability to assess client needs. The company offers support for obtaining Series 7 and 66 licenses, a stable base salary ranging from $45,000 to $70,000, and a comprehensive rewards package including health care, retirement, and tuition reimbursement.
Hybrid work model with onsite requirements every other week.
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