Financial Marketer

As a Financial Marketer, you will focus on connecting with individuals, sharing educational resources, and helping them explore available financial strategies. This role offers flexibility to work remotely and includes comprehensive training for any required licenses. No prior financial services experience is necessary.

Key Responsibilities

• Engage with prospective clients through phone, email, and online platforms to share information about financial products and services
• Conduct virtual meetings to gather client needs and connect them with licensed representatives for recommendations
• Assist with marketing campaigns, including digital outreach and community engagement initiatives
• Maintain accurate records of client interactions in compliance with industry guidelines
• Complete training and, if applicable, licensing requirements

Qualifications

• Excellent communication skills in virtual and written formats
• Comfortable using online tools for outreach and client interaction
• Self-motivated and able to work independently with minimal supervision
• Prior experience in marketing, customer service, or sales is helpful but not required
• Willingness to complete any necessary licensing for certain products or services

What We Offer

• Flexible remote work environment
• Step-by-step training and professional development
• Opportunity to grow responsibilities over time
• Supportive team and mentorship