Note: The job is a remote job and is open to candidates in USA. Austin & Associates Inc is a company focused on transforming the financial industry through innovative thought and problem-solving. They are seeking a Financial Customer Service Professional who will work closely with Financial Advisors to assist clients in achieving their long-term financial goals while receiving comprehensive training and support.
Responsibilities
- Shadow current Financial Advisors
- Comprehensive 6-month training including an experienced peer to help mentor you
- A wide support network that extends from your branch office to your region to the home office
- You'll often work independently but will have a team of thousands backing you every step of the way
Skills
- Excellent client service and communication skills
- Demonstrated ability to achieve high levels of customer satisfaction
- Basic knowledge of finance and investment services
- Strong problem-solving skills and attention to detail
- Ability to work well in a team environment
- Clean background
- MUST reside in the United States
- MUST be 18 or older
- Experience in financial services or customer service is a plus, but not required
- Series 6 or 63 licenses is a plus, but not required
Benefits
- Access to financial products
- Ability to obtain financial licenses (Life, Series 6, 26, 63, 65)
- 1099 (Commission + Bonuses + Residuals)
Company Overview
Established in 2001 with the intent to build financial principles with average and ordinary people who own their own offices across the United States. It was founded in 2001, and is headquartered in Greenwood Village, CO, US, with a workforce of 11-50 employees. Its website is .