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OtherFinancial literacy jobs in United States
- LAVIN FINANCIAL GROUP
Financial Advisor13 days agoFull-timeEast Bronx, The BronxPrimerica Financial Services (PFS)- . As a leader in the financial services industry, we have partnerships with some of the largest financial companies in the industry (Fidelity, Franklin Templeton, Rocket Mortgage, to name a few) which allows us to protect and grow financial independence for families and businesses. Role Description This is a remote role as a Financial Advisor. The Financial Coach will be responsible for providing financial planning, retirement planning, and investment advice to clients. We're actively looking for someone who is ambitious, entrepreneurial-minded and wants to be part of our mission of sharing financial literacy with middle-class families by educating themselves and their communities about How Money Works™. They will analyze clients' financial situations and develop customized strategies to help them achieve their financial goals. THE IDEAL CANDIDATE - Values Freedom and Flexibility - Possesses high Integrity - Ethical and always has the client’s best interest first - Excels at Working Independently as well as in a Team Environment - Ambitious and Motivated - Entrepreneurial-Minded - Self-starter and strong follow-through - Has an interest in Personal Finance (regardless of experience level) - Has Excellent communication and interpersonal skills Qualifications - Minimum 18 years of age - Legal U.S. Resident, Citizen, or Work Permit with SSN - Able to pass a Federal Background Check - Able to complete licensing requirements (Life Ins. & Securities) within 60-90 days - Accountable with a high level of integrity ENVIRONMENT We have a very positive and supportive team culture. We were founded by teachers and coaches and the leadership is constantly striving to help people become better versions of themselves! While we're passionate about teaching people how to reach their financial goals, we also train our reps on leadership skills, business management, marketing, social media/branding, communication, and more! Training and flexible work hours can fit into your existing schedule Part-Time or Full-Time. This is a production-based, 1099. NO prior certification, experience, or education is necessary.
No experienceEasy apply - SCI
Customer Service Assistant1 month ago$21.03–$23.15 hourlyPart-timeFairfieldNo Experience? No Problem! Here at SCI - we believe in giving everyone a chance to excel. You don't need prior experience to thrive in our remote roles; we will provide you with the training and support you need to succeed. If you're eager to learn and grow, we encourage you to apply. We have a fun yet challenging employment opportunity for an entry level CSR and financial services representative. The Remote Customer Service Representative (CSR) provides exceptional customer service to internal and external customers of SCI. Through a thorough understanding of SCI practices, the CSR offers solutions that aid and facilitate a unique customer service experience. The primary function of this role is to provide inbound Phone support to SCI Members and donors through the lifespan of their membership with SCI. Responsibilities 1. Contacting our donors via phone and email 2. Scheduling appointments for our field agents and team with prospective donors. 3. Maintaining a detailed record of appointments and interactions 4. Providing excellent services and representing our company professionally 5. Meeting and exceeding daily and weekly appointment setting targets Skills 1. Welcoming and warm personality that demonstrates genuine care for customers 2. Is comfortable conversing with individuals from a variety of backgrounds and all organizational levels 3. Ability to multi-task effectively and prioritize a shifting workload 4. Strong organizational skills and attention to detail in managing administrative tasks 5. Strong problem-solving abilities and the capacity to handle challenging situations with a positive attitude 6. Must perform well independently as well as in a team environment 7. Proficient in Microsoft Office and Google Workspace 8. Basic financial literacy
No experienceEasy apply
