Financial Customer Service Professional
2 - 5 years
Glenwood Springs, CO
Part-time
Hybrid
1 month ago
About the role
Who You Are
At Austin & Associates, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the financial industry together.
Job Description
As a Financial Agent at Austin & Associates, you have the opportunity to learn and grow within our Branch network from the ground floor. Financial Agents team up with Financial Advisors to help clients achieve their long-term financial goals.
What you'll be doing
Consistency is key for this position! If this list excites you then this may be the position for you.
Qualifications
We want to make sure all our employees are set up for success from the start and that everyone is a great fit. You’ll succeed if you have:
Benefits
We believe that everyone who comes on board with us should have a work/life balance
About Us
We partner with companies such as Invesco, Franklin Templeton, Brighthouse, etc, and distribute and market their products across the United States. Austin and Associates has a culture of ownership, education, and friendship. We work as a team in order to accomplish goals and live the life we all want to live. Community, Family, and Faith are of huge importance to us. We do not expect your job to be your first commitment at all times.
At Austin & Associates, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the financial industry together.
Job Description
As a Financial Agent at Austin & Associates, you have the opportunity to learn and grow within our Branch network from the ground floor. Financial Agents team up with Financial Advisors to help clients achieve their long-term financial goals.
What you'll be doing
Consistency is key for this position! If this list excites you then this may be the position for you.
- Shadow current Financial Advisors
- Comprehensive 6-month training including an experienced peer to help mentor you
- A wide support network that extends from your branch office to your region to the home office
- You'll often work independently but will have a team of thousands backing you every step of the way
Qualifications
We want to make sure all our employees are set up for success from the start and that everyone is a great fit. You’ll succeed if you have:
- Excellent client service and communication skills
- Demonstrated ability to achieve high levels of customer satisfaction
- Basic knowledge of finance and investment services
- Strong problem-solving skills and attention to detail
- Ability to work well in a team environment
- Clean background
- Experience in financial services or customer service is a plus, but not required
- Series 6 or 63 licenses is a plus, but not required
- MUST reside in the United States
Benefits
We believe that everyone who comes on board with us should have a work/life balance
- Access to financial products
- Ability to obtain financial licenses (Life, Series 6, 26, 63, 65)
- 1099 (Commission + Bonuses + Residuals)
About Us
We partner with companies such as Invesco, Franklin Templeton, Brighthouse, etc, and distribute and market their products across the United States. Austin and Associates has a culture of ownership, education, and friendship. We work as a team in order to accomplish goals and live the life we all want to live. Community, Family, and Faith are of huge importance to us. We do not expect your job to be your first commitment at all times.
Skills
Financial Services