Entry-Level Financial Services Representative
Entry-Level Financial Services Representative
Posted on :
13-05-2025
Employer Active
1 Vacancy
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Monthly Salary
50000 - 72000
Vacancy
1 Vacancy
Posted on :
13-05-2025
Job Description
About Us
The Munger Agency is a fastgrowing financial services organization focused on helping individuals and families plan for a more secure future. We believe in empowering motivated individuals to take control of their careers while making a meaningful difference in the lives of others. Our team is remotefirst growthdriven and dedicated to mentorship and professional development.
Job Summary
We are looking for selfmotivated coachable individuals who are ready to launch a longterm career in financial services. In this role you ll connect with clients identify their needs and guide them through personalized financial solutions. No experience is required we provide complete training and support to help you succeed from day one.
Key Responsibilities
Communicate with prospective clients who have requested information
Understand individual needs and provide tailored recommendations
Manage your schedule client followups and personal goals independently
Work within a teamfocused environment that values learning and collaboration
Participate in regular training and mentorship to improve performance
What We Offer
Workfromhome flexibility with fulltime or parttime options
Complete training and handson mentorship
A supportive and growthoriented team culture
Clear path to advancement and leadership opportunities
Requirements
What You Need
Strong communication skills and a desire to help others
Selfdiscipline and a high level of personal responsibility
Willingness to learn and adapt in a fastpaced environment
Comfortable working independently and remotely
Must be 18 or older and authorized to work in the U.S.
What You Need Strong communication skills and a desire to help others Self-discipline and a high level of personal responsibility Willingness to learn and adapt in a fast-paced environment Comfortable working independently and remotely Must be 18 or older and authorized to work in the U.S.
Employment Type
Full Time
Key Skills
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