Posted 83 Days Ago Job ID: 1845870 17 quotes received

Financial Broker

Fixed Price or Hourly
Quotes (17)  ·  Premium Quotes (0)  ·  Invited (0)  ·  Hired (0)

  Send before: December 31, 2022

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Business & Finance Accounting & Finance

Publicly traded Fortune 1000 company "PRIMERICA" expanding aggressively across USA & Canada and looking for people we can train and license in the distribution of financial products. All training and licensing provided by the company. No experience required. Must have a clean background and reliable internet. This is a work from home position with total scheduling flexibility. Please send resume for consideration!


The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be be comfortable creating financial plans and cross checking work to ensure complete accuracy of information.

 

Responsibilities

   Provide financial planning support to clients
   Support investment professionals to cultivate client relationships
   Prepare financial plans and check their accuracy


Qualifications

   Bachelor's degree
   No experience necessary
   Strong understanding of the investment business
   Excellent interpersonal skills

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Nitin M India