Financial Services Specialist
2 weeks ago
At Lifetime Recruiting Strategies, we pride ourselves on being a premier name in the financial services sector, and we are on the lookout for seasoned sales experts to become part of our dynamic team.
Position Overview:Embark on a rewarding journey in the realm of financial sales. If you are poised to elevate your career and achieve remarkable success, we invite you to explore this opportunity with us.
We are seeking exceptional sales professionals who possess a wealth of experience.
This role demands a solid background of 5-6 years in sales, making it unsuitable for those at the entry level.
In return, we offer a competitive salary, comprehensive training programs, and enticing commission structures.Role Responsibilities:
As a Financial Planner, you will utilize your expertise and the extensive resources of our global organization to assist clients in reaching their financial goals.
You will undergo thorough training to establish and expand your own practice, providing customized investment guidance and a broad spectrum of financial services.
- Assess investment prospects and client requirements to propose appropriate strategies
- Cultivate and strengthen client relationships through tailored financial planning
- Market and sell investment products and wealth management solutions to clients
- Develop and sustain a client portfolio, delivering informative presentations and workshops
- Stay updated on industry developments and ensure adherence to regulations
- Focus on specialized markets, including women and minority groups
- Demonstrated success in a sales capacity for a minimum of 5-6 years
- Capability to secure necessary licenses and registrations to operate as a Financial Planner
- Excellent communication and interpersonal abilities
- A bachelor's degree is required; an MBA is preferred
- An entrepreneurial spirit with an emphasis on long-term growth and relationship development
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