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Remote Financial Specialist

Holmes Investment and Accounting Services
Dallas, Texas Accounting Today
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Job description

As a Remote Financial Specialist (Entry Level), you will have the opportunity to make a positive impact on people's lives from the comfort of your own home. NO PREVIOUS EXPERIENCE NECESSARY. We provide a training program, that gets you paid while learning, to the right candidate who is motivated and eager to learn. This position is perfect for stay-at-home career seekers. As a Remote Financial Specialist, you will: Build relationships with clients and provide them with financial education and guidance. Identify their needs and recommend appropriate solutions. Assist clients in obtaining the necessary financial products and services. Manage and grow your client base. We are looking for candidates with: Excellent customer service skills An entrepreneurial mindset Strong leadership and decision-making skills The ability to develop, manage, and drive growth. Access to internet or Wi-Fi connection If you are 18 or older and pass a background check, we want to hear from you! Self-discipline, self-accountability, trustworthiness, and honesty are essential qualities we are seeking in our team members. Primerica Financial Services provides: Training to help you succeed Coverage for all required pre-licensing courses and state licenses Part-time or full-time flexibility No quotas or caps on commissions Stock opportunities Residual income opportunities Join us in the journey of financial empowerment! Requirements: 18 years of age or older (This is a FEDERAL requirement) Pass a background check (No felonies) Must be Legal to work in the US Self-discipline and self-accountability Trustworthiness and honesty
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