Note: The job is a remote job and is open to candidates in USA. Coastal Wealth is a leading financial services firm that provides individuals, business people, and families with financial advice and solutions. As a Financial Services Professional, you will help clients navigate their financial futures while building your own business and leveraging a broad portfolio of products.

Responsibilities

• Prospecting for clients through networking and referrals
• Developing and maintaining long-term relationships with clients
• Providing financial solutions for clients through fact-gathering and needs analyses
• Expanding personal knowledge and skills through ongoing professional development and joint work with fellow associates

Skills

• Strong interpersonal skills and customer service focus
• Market development/networking abilities
• Presentation and organization skills
• Strong work ethic, self-motivated and goal-oriented
• BA, BS, and/or graduate degree or equivalent work experience

Benefits

• Results-driven compensation and access to a competitive benefits package including medical and dental, life and disability income insurance, and thrift and pension plans are available for qualified Financial Services Representatives.
• Eligibility for subsidized benefits and before-tax coverage is based on meeting certain contract requirements.
• Benefit plan provisions are subject to modification or termination.

Company Overview