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Financial Planning Agent
$70,944 - $81,864/Yr
Valoreme - Houston, TX
posted about 2 months ago
Part-time,Full-time - Entry Level
Remote - Houston, TX
About the position
We are seeking a motivated and detail-oriented Finance Agent to join our dynamic team. The ideal candidate will play a crucial role in assisting clients with financial products and services, ensuring they understand their options and make informed decisions. This position requires strong communication skills, analytical abilities, and a customer-focused approach to service.
Responsibilities
- Engage with clients to assess their financial needs and provide tailored solutions.
- Communicate financial information clearly and effectively to clients.
- Analyze market trends and client data to recommend appropriate financial products.
- Support sales efforts through telemarketing and retail sales initiatives.
- Maintain accurate records of client interactions and transactions for sales administration purposes.
- Collaborate with team members to achieve sales targets and enhance customer satisfaction.
Requirements
- Strong analytical skills with the ability to interpret financial data and market trends.
- Excellent communication skills, both verbal and written, to convey information clearly.
- A proactive attitude towards learning about new financial products and services is essential.
Benefits
- Flexible schedule
- Bonus opportunities
- Commission pay
