Calendly

Financial Services Representative

Calendly

full-time

Posted on:

Location Type: Remote

Location: North CarolinaUnited States

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Job Level

Tech Stack

About the role

  • Join a team of ambitious entrepreneurs and leaders growing financial services businesses
  • Participate in weekly training sessions
  • Receive mentorship from experienced professionals
  • Offer a wide range of financial services to clients
  • Complete licensing and training program within 30 days

Requirements

  • Background Check & Clean Record
  • USA Citizen with Valid Social Security Number
  • At Least 18 Years of Age
  • High Level of Integrity and Moral Compass
  • Entrepreneurial-Minded/Self-Starters
  • Interest in Finance, Money, & Investments
  • Leadership Skills / Wanting Growth
  • Great People Skills and Public Speaking
  • Customer Service (Client Relations)
  • Able to Complete Licensing in 30 Days
Benefits
  • Remote Work from Home
  • Weekly training
  • Personal group of experienced mentors
  • Mentorship and Personal Development
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Soft Skills
leadership skillsgreat people skillspublic speakingcustomer serviceintegritymoral compassentrepreneurial-mindedself-starterinterest in financeinterest in investments
Certifications
licensing program