Financial Service Rep - Detroit - Holmes Investment & Accounting Services

    Holmes Investment & Accounting Services
    Holmes Investment & Accounting Services Detroit

    1 week ago

    $38,000 - $72,000 (USD) per year *
    Description
    This is a part-time remote role for a Financial Service Representative. The Financial Sales Representative will be responsible for providing financial services to clients, including consultations and financial planning. Daily tasks include communicating with clients, offering customer service support, and closing sales.

    The representative will also be involved in promoting various financial products and services offered by Holmes Investment and Accounting Services who is partnered with the largest financial service company in the industry, PFS.

    Qualifications

    Willing to learn Finance skills, including knowledge of financial products and services
    Excellent Communication abilities, both written and verbal
    Exceptional Customer Service skills for client interactions
    Proven Sales experience, with a focus on financial services
    Ability to work independently and remotely
    Relevant certifications or licenses in financial planning or sales are advantageous
    Shows interest in Finance, Accounting, Business, or a related field is preferred

    Industry
    Financial Services

    Employment Type
    Part-time
    * This salary range is an estimation made by beBee
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