Note: The job is a remote job and is open to candidates in USA. Coastal Wealth is a leading financial services firm that provides individuals, business people, and families with financial advice and solutions. As a Financial Services Professional, you will help clients navigate their financial futures while building your own business and leveraging a broad portfolio of products.
Responsibilities
- Prospecting for clients through networking and referrals
- Developing and maintaining long-term relationships with clients
- Providing financial solutions for clients through fact-gathering and needs analyses
- Expanding personal knowledge and skills through ongoing professional development and joint work with fellow associates
Skills
- Strong interpersonal skills and customer service focus
- Market development/networking abilities
- Presentation and organization skills
- Strong work ethic, self-motivated and goal-oriented
- BA, BS, and/or graduate degree or equivalent work experience
Benefits
- Results-driven compensation and access to a competitive benefits package including medical and dental, life and disability income insurance, and thrift and pension plans are available for qualified Financial Services Representatives.
- Eligibility for subsidized benefits and before-tax coverage is based on meeting certain contract requirements.
- Benefit plan provisions are subject to modification or termination.
Company Overview