Financial Services Professional
4 days ago
We are seeking a highly motivated and results-driven individual to join our team as a Financial Services Professional. As a Financial Services Professional, you will be responsible for implementing social media and other marketing tools to identify, seek, and generate prospects with whom you can foster strong, long-term relationships as a reliable financial service professional.
Key Responsibilities:
- Assist clients with decisions related to life insurance, mutual funds, savings plans, and other financial products and services
- Assess each client's potential life and financial needs to create an individualized financial plan that leverages the products and services we offer
- Collect and organize each client's financial information using a CRM to determine financial status, financial goals, cash flow, and financial expectations
- Employ a research-based approach to providing financial advice and strategies based on educational meetings and/or seminars centered on client risk tolerance and financial goals
Requirements:
- Required to effectively network to identify potential new clients
- Uncompromising integrity and the ability to effectively communicate complex programs and ideas is required
- Must have effective relationship management skills
We offer a comprehensive training program that will equip you with the skills and knowledge necessary to succeed in this role. Our team is dedicated to providing ongoing support and guidance to ensure your success. If you are a motivated and results-driven individual who is passionate about helping others achieve their financial goals, we encourage you to apply for this exciting opportunity.
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