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ENTRY LEVEL - REPRESENTATIVE (Houston)

compensation: PT 1000-1500/mo
employment type: part-time
job title: Representative
We're currently seeking motivated individuals for an exciting entry-level financial representative position!

We're dedicated to helping individuals achieve their financial goals through personalized guidance and comprehensive financial solutions. With our commitment to excellence and client-focused approach, we've built a reputation as a trusted leader in the industry.

**Position Overview:**
As an entry-level financial representative, you'll have the opportunity to learn from seasoned professionals, while gaining hands-on experience in various aspects of financial planning and wealth management. You'll work closely with clients to understand their financial objectives and develop tailored strategies to help them reach their goals.

**Key Responsibilities:**
- Conducting client meetings to assess financial needs and objectives
- Assisting in the development and implementation of financial plans
- Providing guidance on investment options, retirement planning, insurance products, debt elimination plans, and more
- Building and maintaining strong client relationships through ongoing communication and support
- Staying informed about industry trends, regulations, and best practices

**Requirements:**
- Clean Background
- Customer Service background a plus
- Teaching/coaching background a plus
- Managerial Background a plus
- Bilingual a plus
- Strong analytical skills and attention to detail
- Excellent communication and interpersonal abilities
- Eagerness to learn and grow in a fast-paced environment
- Ability to obtain necessary licenses and certifications (if not already held)

**Benefits:**
- Competitive compensation with opportunities for bonuses and incentives
- Comprehensive training and professional development resources
- Ongoing mentorship from experienced financial professionals
- Career advancement opportunities
- Start part time to learn first
- Hybrid flexible scheduling

**Join Our Team:**
If you're ready to launch your career in personal finance and make a meaningful impact on clients' financial well-being, we want to hear from you!

Submit your resume for review and take the first step towards a rewarding career in the financial industry!
  • Principals only. Recruiters, please don't contact this job poster.

post id: 7748868775

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