Financial Representative

2 weeks ago


Mount Joy, Pennsylvania, United States Everence Full time
Job Summary

We are seeking a highly motivated and detail-oriented Financial Representative to join our team at Everence. As a Financial Representative, you will be responsible for providing exceptional service to our clients, building trust, and helping them achieve their financial goals.

Key Responsibilities
  • Build and maintain strong relationships with clients through professional competency and empathy.
  • Function effectively as part of a team of consultants to achieve common goals.
  • Acquire and maintain a working knowledge of all Everence-offered products and services.
  • Master all paperwork and systems necessary to provide daily service for assigned clients.
  • Attend to all service issues from assigned clients quickly, thoroughly, and professionally.
  • Complete Everence onboarding process for financial consultants.
  • Regularly contact clients for cross-sale opportunities.
  • Personally meet with new clients to develop relationships and assist them in reaching their goals.
  • Be responsive to referrals provided by other colleagues.
  • Generate new business and the sale of new products within assigned areas.
Requirements
  • College degree preferred; willingness to pursue other industry designation(s).
  • License(s) required, including but not limited to Pennsylvania Life & Health Licensure and appointment with Everence Trust Company.
  • Complete continuing education credits and compliance requirements as needed to maintain all licenses.
  • Administrative or sales experience; preferably in the financial services industry.
  • Appreciation for the mission of integrating faith and finance within Mount Joy's diverse community.
  • Self-disciplined and demanding of oneself; self-starter; energetic.
  • Service motivation to build long-term relationships.
  • High attention to detail and organization.
  • Excellent communication and interpersonal skills; respectful, diplomatic, and professional in interacting with others.
  • Ability to explain complex financial concepts in an easily understood manner.
  • Willingness to follow a process of uncovering needs among existing Everence clients to personally generate new business and/or refer opportunities to other colleagues.
  • Enthusiasm toward phone work in a fast-paced environment; no call reluctance.
  • Results-oriented, strong follow-through skills.
  • Proven problem-solving skills.
  • Ego strength (resiliency).
  • Proficient with Windows-based software, Microsoft Office Suite.
Supervisory Responsibilities

None

Schedule

Full-time



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