All Services Sales & Marketing General Sales Financial services $15/hr · Starting at $30 experienced Financial Services Associate who has excellent organizational and customer service skills. Adept at creating financial spreadsheets for presentations to clients discussing company literature with clients and assisting financial planners in creating daily schedules. Specializes in small financial planning firms and small investment companies. About $15/hr · Ongoing Download Resume experienced Financial Services Associate who has excellent organizational and customer service skills. Adept at creating financial spreadsheets for presentations to clients discussing company literature with clients and assisting financial planners in creating daily schedules. Specializes in small financial planning firms and small investment companies. Skills & Expertise Financial PlanningFinancial ServicesOutbound SalesOutside SalesSalesSales PerformanceSales PlanSales PresentationsSales Training 0 Reviews This Freelancer has not received any feedback. Browse Similar Freelance Experts Financial PlanningSales Plan ExpertsSales TrainersFinancial ServicesSales ExpertsSales Presentation ConsultantsOutbound Sales Reps