Financial Services Professional

4 weeks ago


Wethersfield, Connecticut, United States Alera Group, Inc. Full time

Overview:

We are seeking a skilled Financial Advisor to join our team at Alera Group, Inc. in Connecticut. As a Financial Advisor, you will have the opportunity to work closely with clients, develop long-term relationships, and provide exceptional customer service and expertise.

Responsibilities:

  • Assist with new client onboarding and meet with established clients to grow and enhance existing relationships.
  • Meet with clients to discuss annuities, managed money, life, and long-term care.
  • Provide financial planning advice, including investment, insurance, and retirement options.
  • Manage and retain strong client relationships.
  • Assist in the onboarding of new clients and communicate the full range of company services and capabilities.
  • Responsible for the upkeep of client data in internal systems, including the company's CRM.

Qualifications:

  • College degree preferred.
  • 4+ years of financial services experience 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.
  • Strong mathematical and analytical skills.
  • Excellent communications 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 are an equal opportunity employer and welcome applicants from diverse backgrounds. If you're a California resident, please read the California Consumer Privacy Act prior to applying.



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