Financial Services Specialist

5 days ago


Secaucus, New Jersey, United States Spelman College Full time

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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