Latest job information from Atlasfinancialsolutions Co for the position of Financial Services Consultant. If the Financial Services Consultant vacancy in New York matches your qualifications, please submit your latest application or CV directly through the updated Jobkos job portal.
Please note that applying for a job may not always be easy, as new candidates must meet certain qualifications and requirements set by the company. We hope the career opportunity at Atlasfinancialsolutions Co for the position of Financial Services Consultant below matches your qualifications.
Financial Services Representative
Employment Type: Full-Time, Part Time, Contract Compensation: Performance-based (details provided during interview process)
Position Overview
We are seeking a motivated and professional Financial Services Representative to join our growing team. In this role, you will work directly with individuals and families to help them understand financial strategies related to protection planning, retirement planning, and long-term wealth development.
This position is ideal for candidates who are client-focused, growth-oriented, and interested in building a career in financial services.
Key Responsibilities
Meet with prospective clients to assess financial goals and needs
Educate clients on available financial protection and retirement strategies
Present customized financial solutions based on client objectives
Maintain ongoing relationships and provide client service support
Complete required documentation and ensure compliance standards are met
Participate in training and professional development programs
Collaborate with team members and leadership to achieve performance goals
Qualifications
Strong communication and interpersonal skills
Professional demeanor and ethical mindset
Self-motivated with strong time management skills
Ability to work independently and in a team environment
High school diploma or equivalent (Bachelors degree preferred but not required)
Must be eligible to obtain required state licensing (if not already licensed)
Preferred (Not Required)
Background in sales, customer service, banking, or financial services
Active Life & Health Insurance License or willingness to obtain
Experience working with clients in a consultative environment
What We Offer
Structured training and mentorship
Professional development support
Flexible scheduling options
Advancement opportunities based on performance
Supportive team environment
Equal Opportunity Statement
We are committed to providing equal employment opportunities to all applicants and employees in accordance with applicable laws and regulations.
Job Info:
Company: Atlasfinancialsolutions Co
Position: Financial Services Consultant
Work Location: New York
Country: US
How to Submit an Application:
After reading and understanding the criteria and minimum qualification requirements explained in the job information Financial Services Consultant at the office New York above, immediately complete the job application files such as a job application letter, CV, photocopy of diploma, transcript, and other supplements as explained above. Submit via the Next Page link below.
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