Financial Representative

Do you have an interest or passion for Finance, Wealth Management or Retirement Planning? This is an entry level role where you will gain the knowledge to assist others with their financial goals. Details: Start Date: 3/9/26 Pay Rate: $19/hr. Hybrid Work Schedule. Monday/Thursday/Fridays WFH and Tues/Wed in office - 1000 Yard St Grandview Heights, OH 43212. Office Hours: 8am - 8pm Mon - Fri. Candidates will be scheduled for a 38.75 work week 5 weeks paid training – 10-6:30 Monday - Friday Health Benefits and weekly pay! Career growth opportunities after 12 months with pay increase! Paid SERIES 6 LICENSE! Undergraduate degree in Finance, Business Administration, Insurance, Economics, and Communications preferred! Join the Financial Services team that assists participants, plan sponsors and brokers with account maintenance and answering general questions about planning for retirement. Responsibilities Fielding an average of 50 - 60 inbound private client calls per day from members, plan sponsors and brokers regarding Financial Services and Retirement planning; discussing plan options and updating account information. Interpret and apply all changes and enhancements to new and old products Cross-sells unfamiliar product line to support strategy of all business lines meeting goals Identifies the root cause to proactively offer consultative expertise and uncover the unstated need Maintains a documented record of conversations to best learn from customers Utilizes virtual technology and social media to enhance customer, financial advisor, and agent experience Follows all rules and regulations to ensure compliance. What you need Have a consultative sales aptitude and enjoy interacting with customers and helping others Financial services experience is a plus, but not necessary Highly engaged, grateful, and humble attitudeExcellent verbal and written communications Proficiency with computers and common office software Education: High school diploma or equivalent required. Undergraduate degree in Finance, Business Administration, Insurance, Economics, and Communications preferred Experience: 2 years customer service experience in banking, financial services, retail, sales and/ or hospitality experience - A SERIES 6 and 63 LICENSE WILL EVENTUALLY BE REQUIRED Interested? Make sure your resume is up to date and forward it to View email address on click.appcast.io for consideration. Thank you and we look forward to connecting with you! #J-18808-Ljbffr