Urgently Hiring: Financial Professional
Ready to take the next step in your career? Join us as a Financial Professional! We believe in flexibility; this hybrid role lets you balance your time between our Remote office and home. This position requires a strong and diverse skillset in relevant areas to drive success. We offer a clear and simple compensation of a competitive salary for this position. Â Â Our Industry & About us:
Rowland Investisure serve locations across the US. What we do is help institutions with investing, retirement planning, 401k, IRAs, stocks bonds, mutual funds, life insurance, college funding for kids, you name it, we can help. We even help people save on taxes for businesses and financial purposes, timing in our industry is crucial, money is constantly moving, seeing close to 3 trillion dollars moving annually.
Job Overview:
In this role, professionals will engage in helping and educating individuals about their financial planning options. The beauty of our industry is its remote work capabilities, allowing flexibility in work location and hours. The position involves guiding and assisting customers with their financial planning needs. This includes areas such as retirement plan rollovers, investments, life insurance products, annuities, college plans, and more. Daily activities may involve assisting individuals with retirement planning, college planning, long-term care, life insurance, and more. A substantial percentage of the U.S. population lacks guidance in these areas, presenting an opportunity to make a meaningful impact.
This is a part-time position with opportunities for growth and advancement.
Duties:
 Support the onboarding process for new clients and manage accounts
 Working with clients to ensure their dashboard accurately collects all relevant personal and financial information
 Consolidating accounts and keeping information confidential
 Facilitate the collection of necessary statements/documents to transfer accounts to other accounts
 Track the transfer process to ensure the cost basis is transferred over accurately and efficiently
 Work with the operations team to facilitate the transfer process and track the status of each account transfer
 Maintain relationships with existing clients and hunting for new clients
 Ensuring that a proactive quarterly check-in is completed for all clients
 Proactively take responsibility for client requests by asking for help and anticipating what their next questions or needs might be
 Responding to all client inquiries about the Dashboard in Intercom, client support inbox, client team inbox, internal issues reported, and feedback forms submitted from clients
 Support in preparation and follow-up for client and prospective client meetings
 Escalate issues technical help, documenting updates, communicating to relevant stakeholders, and seeing it through to resolution
 Cataloging client feedback for product leads so that ideas can be incorporated into the product roadmap
Qualifications:
 Business Development and Account Management experience A+
 Willing to obtain a license or already having a license A+
 Enjoy client services and create meaningful relationships with clients
 Customer service skillset, sales background, and past remote work experience
 A self-starter, independent, and entrepreneur-minded
 Ability to act thoughtfully with teams across the company to articulate any recommendations
 Impeccable follow-through, for clients, the executive team, and cross-functional teams
 Outgoing personality and ability to adjust communication style based on a prospects/clients needs and attitude
 Entry-level for transferrable skills
 This position is treated as contractor work, which classifies as a 1099 position for tax purposes. ***
Job Type: Part-time
Experience level:
 No experience required
Rowland Investisure is proud to be an equal opportunity employer. We are committed to building a diverse and inclusive culture that celebrates authenticity. We do not discriminate on the basis of race, religion, color, national origin, gender, gender identity, sexual orientation, age, marital status, disability, protected veteran status, or any other legally protected characteristics.
Job Types: Part-time, Contract
Pay: Up to $150,000.00 per year
Expected hours: 10 Â 30 per week
Benefits:
 401(k)
 401(k) matching
 Flexible schedule
 Health insurance
 Paid time off
 Work from home
Supplemental Pay:
 Bonus opportunities
Work Location: Remote
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kSSREBQUyh Apply Job! Ready for an Easy Start?This is a low-stress role with great rewards. If you're reliable and willing to learn, we want you. Apply now!
Apply Now
Rowland Investisure serve locations across the US. What we do is help institutions with investing, retirement planning, 401k, IRAs, stocks bonds, mutual funds, life insurance, college funding for kids, you name it, we can help. We even help people save on taxes for businesses and financial purposes, timing in our industry is crucial, money is constantly moving, seeing close to 3 trillion dollars moving annually.
Job Overview:
In this role, professionals will engage in helping and educating individuals about their financial planning options. The beauty of our industry is its remote work capabilities, allowing flexibility in work location and hours. The position involves guiding and assisting customers with their financial planning needs. This includes areas such as retirement plan rollovers, investments, life insurance products, annuities, college plans, and more. Daily activities may involve assisting individuals with retirement planning, college planning, long-term care, life insurance, and more. A substantial percentage of the U.S. population lacks guidance in these areas, presenting an opportunity to make a meaningful impact.
This is a part-time position with opportunities for growth and advancement.
Duties:
 Support the onboarding process for new clients and manage accounts
 Working with clients to ensure their dashboard accurately collects all relevant personal and financial information
 Consolidating accounts and keeping information confidential
 Facilitate the collection of necessary statements/documents to transfer accounts to other accounts
 Track the transfer process to ensure the cost basis is transferred over accurately and efficiently
 Work with the operations team to facilitate the transfer process and track the status of each account transfer
 Maintain relationships with existing clients and hunting for new clients
 Ensuring that a proactive quarterly check-in is completed for all clients
 Proactively take responsibility for client requests by asking for help and anticipating what their next questions or needs might be
 Responding to all client inquiries about the Dashboard in Intercom, client support inbox, client team inbox, internal issues reported, and feedback forms submitted from clients
 Support in preparation and follow-up for client and prospective client meetings
 Escalate issues technical help, documenting updates, communicating to relevant stakeholders, and seeing it through to resolution
 Cataloging client feedback for product leads so that ideas can be incorporated into the product roadmap
Qualifications:
 Business Development and Account Management experience A+
 Willing to obtain a license or already having a license A+
 Enjoy client services and create meaningful relationships with clients
 Customer service skillset, sales background, and past remote work experience
 A self-starter, independent, and entrepreneur-minded
 Ability to act thoughtfully with teams across the company to articulate any recommendations
 Impeccable follow-through, for clients, the executive team, and cross-functional teams
 Outgoing personality and ability to adjust communication style based on a prospects/clients needs and attitude
 Entry-level for transferrable skills
 This position is treated as contractor work, which classifies as a 1099 position for tax purposes. ***
Job Type: Part-time
Experience level:
 No experience required
Rowland Investisure is proud to be an equal opportunity employer. We are committed to building a diverse and inclusive culture that celebrates authenticity. We do not discriminate on the basis of race, religion, color, national origin, gender, gender identity, sexual orientation, age, marital status, disability, protected veteran status, or any other legally protected characteristics.
Job Types: Part-time, Contract
Pay: Up to $150,000.00 per year
Expected hours: 10 Â 30 per week
Benefits:
 401(k)
 401(k) matching
 Flexible schedule
 Health insurance
 Paid time off
 Work from home
Supplemental Pay:
 Bonus opportunities
Work Location: Remote
Powered by JazzHR
kSSREBQUyh Apply Job! Ready for an Easy Start?This is a low-stress role with great rewards. If you're reliable and willing to learn, we want you. Apply now!
Apply Now