Financial Services Representative - Southlake, United States - Five Rings Financial, LLC

Description

Company Description

Five Rings Financial, LLC is a company focused on educating Middle Americans in personal finance. We believe that understanding the fundamentals of personal finance is the key to making your money work for you. We offer safe money strategies to help individuals protect their savings, prepare for retirement, and overcome financial challenges. Our goal is to help clients navigate the hurdles of inflation, debt, and taxes to achieve a secure financial future.

Role Description

This is a part-time remote role for a Financial Services Representative at Five Rings Financial, LLC. The Financial Services Representative will be responsible for providing financial consutling and guidance to clients, identifying savings opportunities, assisting with retirement guidance and offering insurance options. They will also need to provide excellent customer service and build long-term client relationships.

Qualifications

A desire for a career in

• Finance and Financial Service
• Strong Customer Service
• Does not require experience in the industeh

Relevant skills and qualifications that would be beneficial for the role include:

• Excellent communication and interpersonal skills
• Attention to detail and accuracy
• Analytical thinking and problem-solving abilities
• Ability to work independently and remotely
• Experience in sales