Financial Services Agent
3 weeks ago
As a Financial Services Agent, you will be responsible for providing clients with comprehensive financial planning services, including insurance, investment, and retirement solutions. This role involves assessing clients' financial needs, recommending appropriate products, and building long-term relationships to help clients achieve their financial goals. You will play a crucial role in growing the business by developing new client relationships and maintaining existing ones.
Benefits
Commission Only
Paid Time Off (PTO)
Life Insurance
Career Growth Opportunities
Disability Insurance
Retirement Plan
Parental Leave
Flexible Schedule
Evenings Off
Hands on Training
Health Insurance
Dental Insurance
Tuition Reimbursement
Mon-Fri Schedule
Vision Insurance
Responsibilities
Client Consultation and Financial Planning:
Conduct thorough assessments of clients' financial situations, needs, and goals.
Develop personalized financial plans that include insurance, investment, and retirement strategies.
Provide expert advice on various financial products, including life insurance, annuities, mutual funds, and retirement accounts.
Sales and Business Development:
Identify and pursue new business opportunities through networking, referrals, and prospecting.
Present and sell appropriate financial products to meet clients' needs and objectives.
Achieve or exceed sales targets and business development goals.
Client Relationship Management:
Build and maintain strong, long-term relationships with clients.
Conduct regular reviews of clients' financial plans to ensure they remain aligned with their goals and make adjustments as necessary.
Provide ongoing support and service to clients, addressing any inquiries or concerns promptly.
Market Analysis and Product Knowledge:
Stay informed about market trends, economic conditions, and changes in financial regulations.
Maintain in-depth knowledge of financial products and services offered by the company.
Continuously update knowledge through training and professional development opportunities.
Compliance and Risk Management:
Ensure compliance with all regulatory requirements and company policies.
Conduct business with the highest ethical standards and integrity.
Maintain accurate records of client interactions and transactions.
Marketing and Community Engagement:
Develop and implement marketing strategies to attract new clients and promote financial services.
Participate in community events, seminars, and workshops to increase visibility and build relationships.
Utilize digital marketing tools and social media to enhance client engagement and acquisition.
Training and Development:
Participate in ongoing training programs to enhance knowledge and skills.
Mentor and support junior agents or team members as needed.
Stay current with industry developments and best practices.
Requirements
Education: Bachelors degree in Finance, Business, Economics, or a related field is preferred.
Experience: Proven experience in financial planning, insurance sales, or a related field. Experience with investment products and retirement planning is highly desirable.
Licensing: Must hold or be willing to obtain relevant state licenses for life insurance, securities, and other financial products.
Skills: Strong analytical and problem-solving skills. Excellent communication and interpersonal abilities. Proficient in sales and negotiation.
Attributes: Self-motivated, goal-oriented, and committed to continuous learning. Ability to build trust and maintain confidentiality with clients. High level of integrity and professionalism.
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