Financial Services Representative
4 weeks ago
We are seeking a highly motivated and self-disciplined candidate to help clients achieve their financial goals. Our expansive suite of products and support from our agents will guide individuals, families, and businesses through customized financial strategies.
Our training program extends beyond the classroom, as our agents learn best by doing. Every office has a dedicated sales-support team, consisting of our management team, mentorship, and in-office sales management trainers, who work with agents step-by-step to ensure they've honed the necessary skills to meet their goals and effectively service their clients.
Key Responsibilities:
Secure licenses for selling securities and investment products for wealth management and advanced planning
Prospect and contact potential clients to discuss their financial needs and concerns
Improve your professional skills and knowledge through our training curriculum
Network with the community to build branding
Leverage personal networks and contacts and engage your community to identify prospects
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