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Entry Level Sales and Financial Advisor

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PEI

2021-12-03 07:40:12

Job location Arlington, Texas, United States

Job type: fulltime

Job industry: Banking & Financial Services

Job description

We're currently offering sales and customer service positions that include full comprehensive training for our Entry Level Sales and Financial Advisor. No prior sales or customer service experience is necessary, and we will train you to use a variety of skills from sales and customer service to management and mentorship.


A Entry Level Sales and Financial Advisor should possess the following characteristics:

  • Empathy
  • Ability to be non-judgmental
  • High energy
  • Patience
  • Sensitivity to and an understanding of beliefs and values not your own
  • Great communication skills
  • Critical thinking skills and good judgment
  • Integrity
  • Resourcefulness
  • Debt Advisors should enjoy working with and helping people, finding innovative solutions to problems and taking responsibility for their work

Duties & Responsibilities of the Entry Level Sales and Financial Advisor will include:

  • Direct finance & debt counseling and assistance which will help clients establish a realistic plan for managing their money & investments to avoid bankruptcy.
  • Helping clients evaluate their financial situation by providing free financial estimates and consumer proposal solutions that match their individual financial needs that budgeting alone will not solve.
  • Working with the client to implement the financial plan and provide periodic follow-up finance services.



Job Requirements:

Requirements of the Entry Level Sales and Financial Advisor:

  • Experience in financial counseling, customer service, sales, debt management, credit counseling, financial advising, finance, bankruptcy preventing, mortgages, and/or lending is an asset.
  • Experience with Microsoft Office (Word, Outlook, Excel) is preferred.
  • Access to a reliable vehicle or mode of transportation is highly recommended.

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