Financial Services Professional
2 weeks ago
Job Summary:
The Financial Representative is a key role in meeting the financial needs of middle-income clients. This position involves educating clients, analyzing their needs, and recommending tailored solutions to achieve financial security and wealth creation.
Responsibilities:
- Develop and implement effective marketing strategies to identify and engage with middle-market clients.
- Prospect and network to identify qualified leads and establish relationships with potential clients.
- Conduct appointments with clients to provide financial solutions and services.
- Prepare and present financial plans and recommendations to clients.
- Sell insurance and investment solutions to clients.
- Plan and schedule sales, marketing, and service activities to meet client needs.
- Develop and maintain community relationships to strengthen the company's presence in the target market.
- Maintain accurate records of client interactions and financial transactions.
- Engage in ongoing professional development to enhance skills and knowledge.
Qualifications:
- High level of integrity and strong work ethic.
- Excellent interpersonal, relationship, and influence skills.
- Effective communication skills, including listening, speaking, and writing.
- Ability to analyze client needs and provide tailored solutions.
- Ability to influence others to take needed action.
- Demonstrate personal drive and resilience to achieve goals.
Requirements:
- Minimum high school diploma or equivalent; college degree preferred.
- Working knowledge of word processing, spreadsheet applications, and internet/email.
- State Life and Health license and FINRA SIE, Series 6, and Series 63 certifications within one year of employment.
Position Demands:
- Access to an automobile and valid driver's license.
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