Financial Customer Service Professional
Who You AreAt 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 DescriptionAs 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 doingConsistency is key for this position! If this list excites you then this may be the position for you.Shadow current Financial AdvisorsComprehensive 6-month training including an experienced peer to help mentor youA wide support network that extends from your branch office to your region to the home officeYou'll often work independently but will have a team of thousands backing you every step of the wayQualificationsWe 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 skillsDemonstrated ability to achieve high levels of customer satisfactionBasic knowledge of finance and investment servicesStrong problem-solving skills and attention to detailAbility to work well in a team environmentClean backgroundExperience in financial services or customer service is a plus, but not requiredSeries 6 or 63 licenses is a plus, but not requiredMUST reside in the United StatesMUST be 18 or older BenefitsWe believe that everyone who comes on board with us should have a work/life balanceAccess to financial productsAbility to obtain financial licenses (Life, Series 6, 26, 63, 65)1099 (Commission + Bonuses + Residuals)About UsWe 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.