Job Description

We have an exciting opportunity for a remote, licensed Financial Sales Consultant! While you will work from home, you must reside near your assigned market (Greater San Jose, Sacramento, and Los Angeles), in-person participation with your peers is an important part of our culture. Our client offers virtual interviewing and onboarding, as well as access to our virtual training and support. You’ll have full access to work from home capability to support our clients remotely.

As a Financial Service Professional, you will be focused on enhancing relationships with our high-net-worth clients who have assets of $250,000 to $1 million and therefore have complex service and investment needs. In this role, you will help to increase customer loyalty and drive business development opportunities.

Responsibilities:

• Engaging with customers, via inbound calls, responding to their inquiries, and providing product and service level guidance,
• Processing customer requests to include options, equities, mutual funds and fixed income trades and other specialized monetary requests.
• Series 7 required.
• Series 63 preferred (paid training & support provided)
• 2-3 years of previous experience working in the financial services industry
• Strong technological savvy and comfort with learning how to use new tools.

Additional Items:

• You have a broad-based knowledge and understanding of general financial planning concepts.
• Proven customer service, client support and problem resolution skills
• Ability to effectively influence others and use consultative skills to enrich the customer experience.
• This role is a non-exempt role, so they do offer OT.

MPG (Madison Professional Group) is a third-party equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status, or any other characteristic protected by law.

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