Financial Services Professional

Foster Financial Group offers a hybrid remote opportunity based in Cibolo, Texas 78108 for a Financial Services Professional. The role acts as a primary point of contact for clients, delivering tailored financial solutions across insurance products, retirement planning, and investment options. It centers on outside sales, proactive relationship development, and contributing to the growth of the financial services division. The position provides a $1,500 to $7,500 monthly compensation and a work arrangement designed to balance field client engagement with collaborative teamwork.

Benefits

• Hybrid remote work arrangement in Cibolo, Texas, enabling flexible collaboration with clients and colleagues.
• Competitive compensation in the range of $1,500 to $7,500 per month.
• Opportunity to contribute to the growth of the financial services division through direct client engagement and relationship development.

Responsibilities

• Lead outside sales initiatives to prospect and onboard new clients, leveraging active listening, consultative questioning, and negotiation to secure agreements.
• Offer comprehensive financial guidance across life and health insurance, retirement planning strategies, and a range of investment options, tailoring recommendations to each client's objectives.
• Oversee the end-to-end sales administration process, including client onboarding, documentation management, and benefits administration, ensuring accuracy and compliance.
• Apply analytical skills to evaluate clients' financial situations, identify gaps, and recommend suitable insurance, retirement, and investment solutions.
• Design targeted marketing plans to grow the client base, increase product awareness, and support cross-selling opportunities.
• Uphold high standards of customer service by responding to inquiries promptly, professionally, and with clear explanations that empower clients to make informed decisions.
• Collaborate with colleagues across departments to optimize service delivery, streamline processes, and enhance overall client satisfaction.