Overview
Financial Services Referral Representative Jobs in Remote at Cirkal Financial Services
Overview
We are seeking a dynamic and client-focused individuals to join our NATIONAL team as Strategic Financial Services Referral Representatives. This role involves LEARNING how we provide expert financial advice, LEARNING how we develop client relationships, LEARNING how we offer tailored financial solutions and actually REFERRING target market clients to our organization and earning income for those referrals that do business with us. The ideal candidate will possess strong communication skills and a passion for helping people improve. Bilingual abilities are highly valued. This position offers an exciting opportunity to be connected to a reputable organization committed to professional development and excellent customer service.
Responsibilities
- Engage in activities to identify and acquire new clients through social media outreach, networking engagement, referrals, and various community outreach activities
- Learn how to conduct comprehensive financial analysis to recommend suitable products and services that meet client needs
- Learn how to manage administration tasks including documentation, follow-up, and maintaining accurate client records
- Learn how to assist clients with retirement planning, estate and legacy planning, debt reduction, and many other financial solutions
- Develop marketing strategies to promote financial products and services in various channels including telemarketing campaigns
- Maintain up-to-date knowledge of industry trends, product offerings, and regulatory changes
Requirements
- Strong communication skills with the ability to explain complex financial concepts clearly and to close deals effectively while maintaining client satisfaction
- Ability to perform detailed analysis using relevant tools and software
- Multilingual or bilingual abilities are not mandatory but appreciated to serve diverse client populations
- Demonstrated ability to build rapport with clients and provide exceptional customer service
- Knowledge of industry regulations such as HIPAA is desirable
- Self-motivated with a proactive approach to business development and client engagement
Join our team as a Financial Services Referral Representative where your expertise will help clients secure their financial future while advancing your career in a supportive environment focused on growth and excellence.
Pay: $15,306.77 – $25,584.49 per year
Benefits:
- Flexible schedule
Application Question(s):
- Are you a U.S. Citizen or Permanent Resident of the U.S.?
- Do you reside in the U.S. full time? Which City and State do you reside in?
- Are you open to the opportunity of working as a member of a team to help others receive a proper financial education and follow on resources?
- Are you currently employed or do you currently work 1099 or run a business?
- After 1 week (30-45min Zoom call in the evenings) of mandatory initial training, are you open to working virtually, creating your own schedule, working autonomously?
Work Location: Remote
Title: Financial Services Referral Representative
Company: Cirkal Financial Services
Location: Remote
Category:
