District Life and Financial Services Producer
3 days ago
At Jerry Vestesen District Office, we are seeking a highly skilled and motivated individual to join our team as a District Life and Financial Services Producer. As a Life and Financial Sales Agent, you will have the opportunity to work directly with clients, providing essential financial planning services and life insurance solutions.
Key Responsibilities
• Client Consultation: Engage with clients to understand their financial needs and provide personalized advice.
• Financial Planning: Develop comprehensive financial plans tailored to each client's unique goals and circumstances.
• Investment Management: Monitor and adjust investment portfolios to optimize growth and minimize risk.
• Risk Assessment: Evaluate clients' risk tolerance and recommend appropriate insurance and investment products.
• Relationship Building: Cultivate strong, long-term relationships with clients to foster trust and loyalty.
• Market Research: Stay informed about financial market trends and regulatory changes to provide informed recommendations.
• Continuous Education: Continuously enhance your knowledge and skills through ongoing professional development.
Requirements
• Licensing: Must have a valid Life and Health Insurance License in California or be able to obtain one.
• Experience: Previous experience in financial planning, insurance sales, or related fields is preferred.
• Communication Skills: Excellent verbal and written communication skills, with the ability to explain complex financial concepts in a clear and concise manner.
• Client Focus: Demonstrated commitment to providing outstanding customer service and building long-term client relationships.
• Adaptability: Comfortable working in a hybrid remote setting, balancing independent work with team collaboration.
• Team Player: Ability to work collaboratively with colleagues and actively contribute to a positive and supportive work environment.
• Technology Proficiency: Familiarity with financial planning software, CRM systems, and other digital tools used in the financial services industry.
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