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Upload Your ResumeAbout This Role
As a part-time Lead Associate, you will serve as a key contact for clients, helping them solve financial illiteracy by sharing financial knowledge, education, and strategies to develop customized financial plans according to their unique needs and goals. You will provide support to clients and associates in a timely and professional manner.
Responsibilities
- Serve as a key contact and liaison for clients to ensure their total satisfaction
- Interact with clients and associates on an ongoing basis, providing support
- Share financial knowledge, education, and strategies for business matters, investments, insurance-based protection, retirement, savings, and estate planning
- Work with clients to develop customized financial plans that fit their unique needs and goals
- Help clients understand their financial situation and provide expert advice on how to improve it
Requirements
- Must pass a background check
- 18 Years or older
- U.S. citizen
- Strong work ethic, leadership qualities, integrity, perseverance, desire to grow and entrepreneurial spirit
- Drive, passion and desire to help people
Qualifications
- No prior financial experience is required, training is provided.
Nice to Have
- Customer service, leadership and management backgrounds preferred
- Education/Coaching/Military/Elite Athlete backgrounds
Skills
Customer service
*
Leadership
*
Management
*
Retirement Planning
*
Budgeting
*
Insurance
*
Financial Planning
*
Investments
*
Financial Literacy
*
Estate Planning
*
Debt Reduction
*
* Required skills