Financial Analyst,(Remote)
About the Company
Holmes Investment & Accounting Services (HIAS), in partnership with Primerica Financial Services, is committed to helping individuals and families achieve financial confidence through education, guidance, and access to financial solutions. The organization provides comprehensive training and professional development opportunities for individuals seeking a flexible and rewarding career in financial services.
About the Role
We are seeking motivated and career-focused individuals to join our team as Remote Financial Specialists. This entry-level position offers the opportunity to work from home while helping clients understand their financial options and achieve their financial goals. No prior experience is required. Comprehensive training, licensing support, and ongoing mentorship are provided to help you succeed in the financial services industry.
Responsibilities
- Build and maintain strong relationships with clients.
- Provide financial education and guidance based on client needs.
- Identify appropriate financial solutions and service options.
- Assist clients in obtaining financial products and services.
- Manage and grow a portfolio of client relationships.
- Maintain professional and ethical interactions with clients.
- Participate in training, licensing, and professional development programs.
- Support clients throughout their financial planning journey.
Qualifications
- Must be at least 18 years of age.
- Ability to pass a background check.
- Reliable internet or Wi-Fi connection required.
- Strong customer service and communication skills.
- Self-motivated with the ability to work independently.
- Entrepreneurial mindset and strong work ethic.
- Demonstrated leadership and decision-making abilities.
- No prior industry experience required.
Required Skills
- Customer Service
- Relationship Building
- Financial Education
- Client Management
- Communication Skills
- Leadership
- Decision Making
- Sales and Business Development
- Time Management
- Organization
- Problem Solving
- Self-Motivation
Preferred Skills
- Paid training program.
- Licensing and pre-licensing course support.
- Coverage of required state licensing fees.
- Flexible part-time and full-time schedules.
- Fully remote work environment.
- Ongoing mentorship and professional development.
- Stock ownership opportunities.
- Residual income opportunities.
- Career advancement potential.
- Supportive team environment.
Pay range and compensation package Details regarding pay range or salary or compensation are not specified in the provided description. Equal Opportunity Statement Holmes Investment & Accounting Services and Primerica Financial Services are committed to fostering an inclusive and diverse workplace. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, or any other protected characteristic under applicable law.