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Remote Financial Associate Location: US-OH-Cleveland Jobcode: uohq62 Email Job
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Financial Brokerage looking to expand our financial services distribution platform nationwide. We continue to experience tremendous growth and are looking for individuals who are passionate about helping others achieve their financial goals and dreams. Characteristics that we seek include ambitious and driven individuals, a business ownership mindset, can thrive in a team environment and carry over leadership experience for potential Executive responsibility in their future. Currently we are filling a Remote Financial Associate role. We have both Part Time- and Full-Time roles being filled.
What To Expect: We have one of the most diverse Brokerages in the industry with a variety of career backgrounds, ages, race, gender, beliefs and more. We put that diversity to work in the financial industry helping three primary markets; individuals, families and business owners reach their financial goals through financial education and strategizing.
Responsibilities: - Work directly with clients to build a trusting relationship, provide financial guidance and navigate the best solutions for their most important financial needs. - Steward business by working closely with the providers to handle the processing of policies and financial solutions. - Support the training processes of other valued associates in the field when needed. - Mentor and develop associates skills to help them achieve their individual and team objectives.
Desired Characteristics: Our company culture believes in achieving a balance in all areas of our lives including family values, to strong finances, taking care of our health and more. Whether youre seasoned in the financial industry or bring other industry value to the table, we have seen other successful Financial Services Associates in the brokerage embody: - Passionate about changing peoples lives. - Ambitious and ready to take on the tidal wave or help needed in the financial field. - Coachable and system driven. - Find success working independent and in a team environment. - Well organized and motivated. - Have a deep understand in building strong relationships. - Excellent written and verbal communication skills.
Benefits: Flexibility to control your schedule around what else may be on your plate. Fully remote work able to be done from home or travel. Comprehensive world class training and certification provided. Ongoing access to training and development spaces. Opportunity for promotional growth. Equity opportunity.
If we feel you are qualified to work in our field, we will set up a ZOOM conversation to share more details about the company, position and your qualifications.
Waterbury Financial Group
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