Overview

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