Financial Marketer [REMOTE]

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 ResponsibilitiesEngage with prospective clients through phone, email, and online platforms to share information about financial products and servicesConduct virtual meetings to gather client needs and connect them with licensed representatives for recommendationsAssist with marketing campaigns, including digital outreach and community engagement initiativesMaintain accurate records of client interactions in compliance with industry guidelinesComplete training and, if applicable, licensing requirementsQualificationsExcellent communication skills in virtual and written formatsComfortable using online tools for outreach and client interactionSelf-motivated and able to work independently with minimal supervisionPrior experience in marketing, customer service, or sales is helpful but not requiredWillingness to complete any necessary licensing for certain products or servicesWhat We OfferFlexible remote work environmentStep-by-step training and professional developmentOpportunity to grow responsibilities over timeSupportive team and mentorship