Financial Services Specialist

5 days ago


Secaucus, New Jersey, United States Blossom Services Full time
Financial Services Consultant

Blossom Services is seeking a skilled Financial Services Consultant to help individuals and businesses achieve their financial goals. As a key member of our team, you will be responsible for analyzing financial information, building client relationships, and providing expert advice on financial products and services.

Key Responsibilities:
  • Analyze financial information to determine strategies and recommend financial products and services
  • Build and maintain a client base, keeping client plans up-to-date and acquiring new clients
  • Develop and implement holistic life planning and financial planning strategies to provide recommendations and sell appropriate financial products and services
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
Benefits:
  • Compensation you control and a complete benefits package
  • Personalized and comprehensive training and support in all areas important to building your business
  • Sponsorship and coaching to obtain the licensing required for hire
  • Ability to specialize in numerous areas, including employee and executive benefits and other specialized areas of focus
  • Advancement and management opportunities
  • A work-life balance and access to a full suite of remote-work technology solutions


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