Techtrust
Trust the hiring experts to help you hire the right people… so you can get back to building.
FinTech • Financial Services • Hiring • Contract-to-hire • Contract Staffing
2 - 10
Financial Representative
March 16
Techtrust
Trust the hiring experts to help you hire the right people… so you can get back to building.
FinTech • Financial Services • Hiring • Contract-to-hire • Contract Staffing
2 - 10
Description
• Foster relations with clients by identifying clients’ goals • Drive cutting edge financial strategies to grow and develop long lasting, value-based client relationships • Collaborate with clients to create individualized plans and provide sound financial recommendations • Encourage clients to take action and implement recommendations • Educate clients on financial products and services • Leverage prospect and referral-based strategies, as well as identifying and cultivating new client relationships within target markets • Become a subject matter expert on product offerings
Requirements
• Hold an active Life and Health License • Have or willing to obtain the SIE, Series 7, and Series 63/65 or Series 66 • Entrepreneurial minded with a strong work ethic • Clear and concise communication skills • Strong interpersonal and relationship building skills • Basic understanding of computer skills
Benefits
• 100% remote work • 100% commission based • Autonomy over hours and income • Training by industry sales representatives • Support with starting leads • In-house marketing team • Comprehensive benefits including 401(k), health, dental, and vision
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