Financial Services Specialist
5 days ago
Job Title: Financial Services Specialist
Job Summary:
We are seeking a highly motivated and results-driven Financial Services Specialist to join our team at Spelman College. As a Financial Services Specialist, you will be responsible for analyzing financial information, building and maintaining client relationships, and providing recommendations on financial products and services.
Key Responsibilities:
- Analyze financial information to determine strategies and financial products to help clients meet their financial objectives.
- Build and maintain a client base, keep client plans up-to-date, and acquire new clients on an ongoing basis.
- Provide recommendations on financial products and services, including life insurance, annuities, and investment options.
- Develop and implement financial plans to help clients achieve their financial goals.
- Stay up-to-date on industry trends and developments to provide the best possible service to clients.
Requirements:
- A four-year college degree is preferred but not required.
- Ability to attain state life and health licenses, SIE, FINRA Series 7 and 66 exams.
- Results-driven, highly motivated, self-starter with integrity, a strong work ethic, and a desire to help others plan for and protect their financial futures.
- Team player with excellent interpersonal skills and communication abilities, with a high degree of self-confidence.
- Ability to draw upon past/present experiences and acquaintances to develop markets and sustain long-term relationships.
Benefits:
- Compensation you control and a complete benefits package.
- Personalized and comprehensive training and support in all areas important to building your business.
- Sponsorship as well as coaching to obtain the licensing required for hire.
- Ability to specialize in numerous areas from being a Certified Financial Planner, to a junior or senior partner in a firm model, to employee and executive benefits and other specialized areas of focus.
- Ability to work jointly with senior joint-work partners and to be coached by top performers.
- Advancement and management opportunities.
- A work-life balance and access to a full suite of remote-work technology solutions.
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