Financial Services Representative Jobs

Inclusively is partnering with a financial services company to hire a Financial Services Representative.

ABOUT INCLUSIVELY:

Inclusively is a digital tech platform that connects candidates with disabilities, who may benefit from workplace accommodations, to inclusive employers. This includes all disabilities under the ADA, including mental health conditions (e.g. anxiety, depression, PTSD), chronic illnesses (e.g. diabetes, Long COVID), and neurodivergence (e.g. autism, ADHD). Applicants with one or more of these conditions are encouraged to apply; Inclusively does not require applicants to disclose their specific disability.

Location: Indianapolis, Indiana, United States

Category: Financial Services Representative

Position Type: Regular

Salary Range: USD $49,192 - $49,192 / Year

Your Opportunity

Workplace Flexibility Program: We’re proud to support our employees in a working approach that allows you to bring your best self to work – whether that’s in the office, at home, or remote.

What you are good at:

In this exciting customer service role, you’ll learn to educate our clients about investments, trading tools, market mechanics, and retirements choices, in addition to earning your Securities licenses in our paid licensing and training program. Through paid training and ongoing mentorship until you feel comfortable in your role, we will set you up for continuous development in Service and more!

• Motivation to learn about the securities industry, including the basic principles of equity, option, and mutual fund transactions
• Paid training and support to help you obtain FINRA Series 7 & 63 licenses
• Robust communication, influencing and client engagement skills
• Desire to work in a collaborative team-based culture

What you have

If you’re not a finance expert, that’s okay! We’ve seen tremendous success from new grads, career switchers, customer service workers, military veterans, and people returning to the workforce. In addition to the skills below, successful candidates will have a growth mindset, a willingness to learn, and a passion for serving others.

• Engage with and be an advocate for clients: Deliver great client service when answering inbound phone calls by taking ownership and tackling complex issues to resolve the client’s needs, in addition to introducing clients to our products and services
• Practice emotional intelligence: Make an impact on clients by showcasing empathy, patience, and effective communication to better understand their emotions and points of view
• Be coachable: Demonstrate the ability to continuously integrate feedback to drive personal growth and commit to continuously improving client experiences
• Be a problem solver: Using the training you receive, along with your expertise and analytical thinking skills, to offer the best possible solution

What’s in it for you:

Apart from the well-structured career path and excellent team environment, our employees enjoy a variety of perks and benefits. Our benefits include, but are not limited to:

• Paid time off & 4-week sabbatical after 5 years of service
• Flexible spending account
• Education reimbursement
• 401(k) with company match
• Health, Dental, and Vision insurance

We offer a competitive pay and bonus package. Starting compensation for this location begins at $49,192 during training (increases depending on related experience and your specific location), plus an annual bonus opportunity of 10% of your base pay and other eligible earnings. Employees have the potential to increase their total compensation range to $56,311 ($51,192 base pay, plus 10% bonus opportunity depending on individual/corporate performance) within their 1st year upon obtaining the required licensing and achieving performance-based pay increases.

Job Type: Full-time

Pay: $49,192.00 per year

Benefits:

• 401(k)
• Flexible spending account
• Dental insurance
• Health insurance
• Paid time off
• 401(k) matching
• Vision insurance
• Tuition reimbursement

Experience level:

• No experience needed

Schedule:

• Monday to Friday

Work Location: In person