This is a part-time remote role for a Financial Services Representative at Byer Agency. The Financial Services Representative will be responsible for providing clients with comprehensive financial planning, investment strategies, and insurance products. The Financial Services Representative will also analyze clients' financial situations, evaluate their needs, and recommend and implement customized strategies that are aligned with their financial goals.
Qualifications
Motivated and coachable
High school diploma
Excellent communication, interpersonal, and customer service skills with the ability to build and maintain strong relationships with clients
Ability to work independently and in a team environment
Attention to detail and high level of accuracy
Professionalism, confidentiality, and adherence to ethical standards and regulations
Employment type
Part-time
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