Financial Services Professional

1 week ago


Elizabeth, New Jersey, United States Transamerica Agency Network Full time
Job OverviewWe are seeking a highly skilled Financial and Insurance professional to provide expert guidance and innovative solutions to individuals and businesses. As a key member of our team, you will play a critical role in helping clients achieve their long-term financial goals and objectives.Key Responsibilities
  • Develop and implement personalized financial plans to meet clients' unique needs and goals.
  • Assess clients' financial situations and provide expert advice on investment strategies and other financial decisions.
  • Prepare and present financial recommendations to clients, highlighting the benefits and risks of various financial products.
  • Build and maintain strong relationships with clients, providing exceptional customer service and support.
  • Stay up-to-date with industry trends and developments, ensuring that clients receive the most effective and efficient financial solutions.
Requirements
  • Strong analytical and critical thinking skills, with the ability to analyze complex financial data and make informed recommendations.
  • Excellent communication and interpersonal skills, with the ability to build rapport with clients and colleagues.
  • Proven experience in the financial services industry, with a strong understanding of financial products and services.
  • Ability to work independently and as part of a team, with a strong commitment to delivering exceptional results.
  • Series 6 or 7 license is a plus, but not a requirement.
Benefits
  • Competitive compensation package, including initial compensation commensurate with experience.
  • Paid training and professional development opportunities.
  • Bi-weekly marketing allowance and commissions.
  • Biweekly, Quarterly and Annual Bonuses.
  • Benefits package including a pension plan plus a matching 401k contribution.
About UsAt Transamerica Agency Network-Career Agency, we are dedicated to helping individuals and businesses achieve their financial goals and objectives. As a Tomorrow Maker, you will have the opportunity to make a real difference in people's lives, providing expert guidance and innovative solutions to help them achieve peace of mind and steady incomes. Join us in our mission to make tomorrow worth looking forward to for our growing customer base.

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