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Entry Level Sales and Financial Advisor

Company: Paramount Executives
Location: Arlington
Posted on: November 22, 2021

Job Description:

We're currently offering sales and customer service positions that include full comprehensive training for our Entry Level Sales and Financial Advisor. No prior sales or customer service experience is necessary, and we will train you to use a variety of skills from sales and customer service to management and mentorship.

Duties & Responsibilities of the Entry Level Sales and Financial Advisor will include:
Direct finance & debt counseling and assistance which will help clients establish a realistic plan for managing their money & investments to avoid bankruptcy.
Helping clients evaluate their financial situation by providing free financial estimates and consumer proposal solutions that match their individual financial needs that budgeting alone will not solve.
Working with the client to implement the financial plan and provide periodic follow-up finance services.

Entry Level Sales and Financial Advisor Working Conditions:

Entry Level Sales and Financial Advisor spends time between face to face contact with clients in their preferred meeting areas and completing financial and debt assessments, case studies, plans, and reports.

A Entry Level Sales and Financial Advisor should possess the following characteristics:
Empathy
Ability to be non-judgmental
High energy
Patience
Sensitivity to and an understanding of beliefs and values not your own
Great communication skills
Critical thinking skills and good judgment
Integrity
Resourcefulness
Debt Advisors should enjoy working with and helping people, finding innovative solutions to problems and taking responsibility for their work

Requirements of the Entry Level Sales and Financial Advisor:
0-5 years of experience in financial counseling, sales, debt management, credit counseling, financial advising, finance, bankruptcy preventing, mortgages, and/or lending is an asset.
Experience with Microsoft Office (Word, Outlook, Excel) is preferred.
Travel to meet with clients face to face will be a role requirement. Access to a reliable vehicle or mode of transportation is highly recommended.

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Keywords: Paramount Executives, Arlington , Entry Level Sales and Financial Advisor, Accounting, Auditing , Arlington, Texas

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