Financial Services Representative
: Job Details :


Financial Services Representative

PRI

Location: Piedmont,CA, USA

Date: 2024-09-16T09:06:00Z

Job Description:
Position Overview:Join our team as an Independent Financial Services Agent and take control of your career. This position offers an unlimited earning potential for serious producers. As part of the largest financial services distribution company, you'll have access to a platform with training and support, offering a diverse portfolio of financial products (Insurance, Investment and Savings, Home Mortgages, etc.).The position is part-time or full-time, remote or in a local office.Responsibilities:Prospecting: Use your people skills to identify potential clients through keyword searches and various channels.Servicing Clients: Provide personalized service to clients, determine their financial needs through a Financial Needs Analysis, and recommend suitable products.Relationship Building: Interact with a diverse range of people, building and maintaining relationships for future sales and referrals through our highly sophisticated CRM system.Mentorship and Training: Benefit from daily mentorship and training sessions to enhance your skills and accelerate your professional growth.Franchise Building: Build your own business and team of agents.Qualifications:Motivated self-starter with an entrepreneurial mindset.Must be 18+Able to clear a background checkNo prior experience required – comprehensive training provided.Interest in sales, insurance, investments and mortgages, and entrepreneurship.Excellent communication and interpersonal skills.Ability to work independently and as part of a team.Benefits:State and Federal Licenses Required; Licensing assistance provided.Flexible time commitment - part-time and full-time opportunities available.Competitive income range: (full commission).Build your own agency.Access to a wide range of financial products through our established platform.**This is not just a job; it's an opportunity to shape your future and success as an independent financial services representative!**
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