Financial Services Professional
3 days ago
Hantz Group, a leading financial services company, is seeking a highly motivated and experienced Financial Services Professional to join our team. As a key member of our team, you will work closely with clients to understand their financial goals and develop personalized strategies to achieve them.
About the Role:
- Develop and maintain a strong client base through exceptional customer service and relationship-building skills.
- Analyze client needs and recommend tailored investment strategies to meet their financial objectives.
- Market and sell investment products to clients, ensuring they are aligned with their financial goals.
- Prepare and deliver presentations to clients and prospects, showcasing your expertise and building trust.
- Stay up-to-date with industry developments and regulatory requirements, ensuring compliance with all relevant laws and regulations.
Requirements:
- Bachelor's degree or equivalent experience in a related field.
- Strong written and verbal communication skills, with the ability to build rapport with clients and colleagues.
- Highly motivated and results-driven, with a strong work ethic and entrepreneurial spirit.
- Ability to work well under pressure, managing multiple priorities and deadlines.
- Leadership qualities and a passion for delivering exceptional client experiences.
Benefits:
- Competitive salary and bonus structure.
- Comprehensive health, dental, and vision insurance.
- 401(k) retirement plan with company match.
- Flexible spending accounts for healthcare and dependent care.
Hantz Group is an equal opportunity employer, committed to diversity and inclusion in the workplace. We welcome applications from qualified candidates who share our values and are passionate about delivering exceptional client experiences.
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