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Agent Representative

Company:
Independent Financial Services Broker
Location:
Peoria, AZ
Posted:
July 05, 2024
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Description:

Team Description:

Team Courageous trains and develop financial representatives throughout the United State, with a network of financial experts, we provide guidance and support to help individuals reach their financial goals. We believe in investing in the training and development of our professionals to ensure they can provide unmatched assistance. Our mission is to make financial stability to all.

Job Summary:

We are seeking a motivated and ambitious individual to join our financial services team as an Entry-Level Financial Services Representative. The successful candidate will be responsible for providing financial advice and services to clients, as well as identifying and pursuing new business opportunities.

Responsibilities:

Meet with clients to discuss their financial goals, needs, and concerns.

Develop and implement financial plans tailored to each client's individual needs.

Educate individuals on Investment, Retirement planning, Insurance and others financial products and services.

Build and maintain strong relationships with clients to ensure their satisfaction and retention.

Identify and pursue new business opportunities through networking and referrals.

Participate in training and development programs to enhance knowledge and skills.

Requirements:

Interpersonal and communication skills

Ability to work independently and as part of a team

Ability to obtain necessary licenses

18+ years old

Clean background (no felonies)

No experience required

We offer:

Sponsored state licenses

paid bonus during training

Flexible schedule

Available to work from home

Access to mentorship

If you only do what you can do, you will never be more than you are now. Take a chance on yourself and see what is possible.

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