Entry Level Financial Specialist
$68,000–$89,000 year
Remote · Lafayette, Louisiana, United States or New York City, New York, United States
Lafayette, Louisiana, United States or New York City, New York, United StatesRemoteFull Time$68,000–$89,000 yearEntry LevelBachelors DegreeEnterprise
Type
Full Time
Level
Entry Level
Education
Bachelors Degree
Company size
Enterprise
Job Summary
As an Entry Level Financial Specialist, you will help individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning. Key responsibilities include client consultation, financial planning, recommending insurance solutions, and providing ongoing support.
Required Qualifications
- Strong interpersonal and communication skills
- Analytical thinking
- Ability to build trust and rapport with clients
- Obtain necessary state licenses
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