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Financial Services Representative
B.I.G. Enterprises dba AIM
Full-time
On-site
Beltsville, MD, United States
Job Overview
Are you someone who is looking for something that is not your regular 9-5? Are you looking for something that gives you flexibility with your day to day life? Are you a self-motivator, goal-orientated, and great at building relationships? If that's you, this is opportunity is for you!
As a Financial Services Representative with Smart Investment Solutions, you'll have the opportunity to help families safeguard their financial future, along with gaining a wealth of knowledge of finances while earning unlimited income. We're seeking for individuals with an entrepreneurial mindset that's ready to take control of their income, time and future.
Why Work With Us?
Unlimited Earnings Potential: Your success is in your hands-earn what you're worth with uncapped pay!
Flexibility: Design your own schedule and work from anywhere. Yes, even from your couch or the beach!
Supportive Team Environment: Be part of a collaborative team that celebrates wins together.
No Experience? No Problem! We'll provide the training and support to help you earn your life insurance license and start selling quickly.
Advancement Opportunities: We promote from within-grow your career as fast as your ambition allows!
Responsibilities
Assist customers with financial inquiries and provide exceptional customer service.
Educate clients on financial products and services, promoting sales when appropriate.
Promote financial products and services to enhance customer relationships.
Maintain compliance with regulations, including obtaining a Life Insurance License, and also assist in fraud prevention efforts.
Maintain accurate records of transactions.
Collaborate with team members to enhance customer relationships.
Perks & Benefits
Paid training and licensing
Remote work opportunities
Recognition and rewards for top performers
Ongoing professional development and leadership training
Company trips, bonuses, and more for high-achievers
Paid time off
Work from home
Duties
Assist clients with various banking services, including account openings, loan origination, and cash management.
Provide expert guidance on financial products and services to meet client needs.
Conduct thorough cash handling procedures and maintain accurate cash register operations.
Monitor transactions for potential fraud detection and prevention.
Utilize retail math skills to assist clients in understanding their financial options.
Maintain compliance with all banking regulations and internal policies.
Build and maintain strong relationships with clients to foster trust and loyalty.
If you are passionate about helping others achieve their financial goals while ensuring security and compliance, we encourage you to apply for the Financial Representative position.
Job Types: Full-time, Part-time, Contract
Pay: $56,000.00 - $150,000.00 per year
Expected hours: 5 - 35 per week
Benefits:
Flexible schedule
Application Question(s):
Are you readily able to invest $200-400 to obtain your state license?
Do you understand that this is a business opportunity and not a W2 Job?
Ability to Commute:
Beltsville, MD 20705 (Required)
Ability to Relocate:
Beltsville, MD 20705: Relocate before starting work (Required)
Work Location: Hybrid remote in Beltsville, MD 20705
Are you someone who is looking for something that is not your regular 9-5? Are you looking for something that gives you flexibility with your day to day life? Are you a self-motivator, goal-orientated, and great at building relationships? If that's you, this is opportunity is for you!
As a Financial Services Representative with Smart Investment Solutions, you'll have the opportunity to help families safeguard their financial future, along with gaining a wealth of knowledge of finances while earning unlimited income. We're seeking for individuals with an entrepreneurial mindset that's ready to take control of their income, time and future.
Why Work With Us?
Unlimited Earnings Potential: Your success is in your hands-earn what you're worth with uncapped pay!
Flexibility: Design your own schedule and work from anywhere. Yes, even from your couch or the beach!
Supportive Team Environment: Be part of a collaborative team that celebrates wins together.
No Experience? No Problem! We'll provide the training and support to help you earn your life insurance license and start selling quickly.
Advancement Opportunities: We promote from within-grow your career as fast as your ambition allows!
Responsibilities
Assist customers with financial inquiries and provide exceptional customer service.
Educate clients on financial products and services, promoting sales when appropriate.
Promote financial products and services to enhance customer relationships.
Maintain compliance with regulations, including obtaining a Life Insurance License, and also assist in fraud prevention efforts.
Maintain accurate records of transactions.
Collaborate with team members to enhance customer relationships.
Perks & Benefits
Paid training and licensing
Remote work opportunities
Recognition and rewards for top performers
Ongoing professional development and leadership training
Company trips, bonuses, and more for high-achievers
Paid time off
Work from home
Duties
Assist clients with various banking services, including account openings, loan origination, and cash management.
Provide expert guidance on financial products and services to meet client needs.
Conduct thorough cash handling procedures and maintain accurate cash register operations.
Monitor transactions for potential fraud detection and prevention.
Utilize retail math skills to assist clients in understanding their financial options.
Maintain compliance with all banking regulations and internal policies.
Build and maintain strong relationships with clients to foster trust and loyalty.
If you are passionate about helping others achieve their financial goals while ensuring security and compliance, we encourage you to apply for the Financial Representative position.
Job Types: Full-time, Part-time, Contract
Pay: $56,000.00 - $150,000.00 per year
Expected hours: 5 - 35 per week
Benefits:
Flexible schedule
Application Question(s):
Are you readily able to invest $200-400 to obtain your state license?
Do you understand that this is a business opportunity and not a W2 Job?
Ability to Commute:
Beltsville, MD 20705 (Required)
Ability to Relocate:
Beltsville, MD 20705: Relocate before starting work (Required)
Work Location: Hybrid remote in Beltsville, MD 20705