Description: We are seeking a motivated and driven remote financial services agent to join our team. As a remote agent, you will be responsible for assessing client financial needs, educating them on our services and recommending appropriate financial products to help them achieve their financial goals. You will work from home, utilizing online tools and communication platforms to connect with clients and provide exceptional service. This is an excellent opportunity for a self-driven individual with a passion for helping clients achieve financial freedom while protecting their assets.
NO PREVIOUS EXPERIENCE NECESSARY. WE WILL TRAIN THE RIGHT PERSON. This position can be fully remote. Great for the stay-at-home career seeker or someone wanting to work part-time.
All required pre-licensing courses & required state licenses are covered by the company.
The desired candidate would possess the following skills:
Requirements:
What we provide:
...the following tools are a plus: ExtraHop/Reveal(x), FortiNet Cisco Umbrella, ISE, AMP/Secure Endpoint DUO LastPass Crowdstrike Splunk JIRA, Gitlab, Puppet/Ansible Experience working with the Financial Services Industry Previous experience in...
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