Financial Services Professional
3 days ago
RGA is seeking a skilled Financial Services Professional to join our team. As a Financial Services Professional, you will be responsible for servicing existing clients and their accounts to ensure they are meeting their current and future objectives. You will also be responsible for identifying additional opportunities for assets held outside the firm.
Key Responsibilities
- Meet with existing clients to review their accounts and ensure alignment with their financial objectives.
- Identify additional opportunities for assets held outside the firm.
- Meet with prospective clients to guide them through the planning process and prepare recommendations.
- Offer strategic advice on wealth management strategies, income tax reduction strategies, and retirement income planning.
- Complete the account opening process for new business obtained.
- Maintain compliance with all rules and regulations in the financial industry.
Requirements
- Dually-licensed: NJ Life & Health Insurance producer, Series 6, Series 65, and Series 7.
- Proven experience in financial sales.
- Ability to independently close business.
- Strong understanding of wealth management principles and investment strategies.
- Excellent math skills with the ability to analyze complex financial data.
- Exceptional sales skills with a focus on customer relationship management.
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