Sales Representative - Part Time

About the role

We are seeking a Lead Associate to join our part-time team. The ideal candidate should have an entrepreneurial spirit, strong work ethic, and a passion for helping others achieve financial literacy.

Responsibilities

• Serve as a key contact and liaison for clients to ensure their total satisfaction.
• Interact with clients and associates directly responsible for on an ongoing basis, providing support in a timely, professional, and courteous manner.
• Share financial knowledge, education, and strategies for business matters, investments, insurance based protection, retirement, savings, and estate planning with clients and business owners.
• Develop customized financial plans that fit unique client needs and goals.
• Guide and support clients through various financial processes including budgeting, debt reduction, investing, and retirement planning.
• Think creatively and collaborate with a team of like-minded individuals who share a passion for making a difference.

Requirements

• Customer service, leadership, and management backgrounds are preferred.
• Must pass a background check.
• 18 years or older.
• U.S. citizen.

Qualifications

• Not specified.

Skills

• Strong communication skills.
• Ability to build relationships and manage client expectations.
• Passion for financial literacy and education.
• Desire to help others achieve financial success.

Benefits

• Training and coaching included.
• Personally customized scheduling.

Pay

Advancement and compensation are scalable based on personalized individual career goals!

Schedule

We offer a flexible schedule to accommodate your personal and professional commitments.