Senior Financial Services Representative

1 week ago


Hartford, Connecticut, United States Alera Group Full time
About Alera Group

A well-established and growing financial firm, Alera Group is expanding its Connecticut offices and seeking a skilled Financial Advisor to join our team.

Job Overview

This role offers an exciting opportunity for a motivated individual to work closely with clients, develop long-term relationships, and provide exceptional customer service.

Responsibilities
  • Assist with new client onboarding and meet with established clients to grow and enhance existing relationships.
  • Provide financial planning advice, including investment, insurance, and retirement guidance to existing clients and prospects.
  • Manage and retain strong client relationships, ensuring exceptional customer service and resolving client inquiries.
  • Meet with clients annually for review meetings and assist with annuities, managed money, life, and long-term care services.
Requirements
  • 4+ years of experience in financial services, with an emphasis on sales.
  • Life and Health Licensed; Series 65 or Series 7&66 required.
  • CFP designation preferred.
  • Strong organizational, prioritization, interpersonal, and management skills.
  • Excellent communication skills, both verbal and written.
Benefits

We offer comprehensive benefits to employees, including medical, dental, STD, LTD, and life insurance, 401k, paid time off, and more. We're an equal opportunity employer and welcome applicants from diverse backgrounds.



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