Financial Services Specialist
3 weeks ago
We are seeking a highly motivated and results-driven Financial Services Specialist to join our team in Centennial, CO. As a key member of our sales team, you will be responsible for identifying and engaging prospective clients to sell our financial products and services.
Key Responsibilities:
- Sales and Business Development: Strategically present our financial products and services to prospective clients, highlighting their key value propositions and functionalities.
- Customer Relationships: Develop and maintain close relationships with prospects to acquire new clients and promote client retention.
- Goal Achievement: Meet and exceed targets for new customer acquisition, both individually and as part of a team.
- Progress Tracking: Record prospect interactions and track goal attainment in our CRM system.
About the Role:
This is an excellent opportunity to join a dynamic and growing company that offers a competitive salary, coaching, flexible time off, and professional development opportunities.
The ideal candidate will have 5+ years of experience selling financial service products, a Bachelor's degree, and relevant securities licenses (CFP preferred). They must also possess excellent relationship-building skills, demonstrated ability to meet and exceed client acquisition goals, advanced communication and negotiation skills, and familiarity with CRM systems and Microsoft Office Suite.
Compensation and Benefits:
The estimated annual salary for this role is $60,000-$80,000, depending on experience. In addition to a competitive salary, we offer a comprehensive benefits package, including health insurance, retirement plan, and paid time off.
Why Work with Us:
At Front Range Financial, we pride ourselves on providing exceptional client service and promoting a work culture that values learning and high-level client acquisition and service. Our employees enjoy a collaborative and supportive environment, with opportunities for growth and development.
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