Financial Services Professional

6 days ago


Tampa, Florida, United States Stokes Financial Group Full time
Company Overview

Stokes Financial Group is a dynamic organization dedicated to providing comprehensive financial solutions to individuals and families. As a leading player in the industry, we prioritize building long-lasting relationships with our clients, understanding their unique needs, and delivering tailored strategies to safeguard their financial well-being.


Estimated Salary: $60,000 - $100,000 per year

This compensation package reflects the company's commitment to rewarding talented professionals who can drive growth and success in the field of financial services.


Job Description

We are seeking an experienced Financial Advisor to join our team. As a key member of our organization, you will be responsible for engaging with clients to understand their comprehensive financial needs, providing personalized guidance to help them achieve their financial protection and planning goals. Your primary role will involve designing and implementing tailored strategies that safeguard clients' assets, income, and overall financial well-being, ensuring their long-term security.


Key Responsibilities
  • Cultivate a robust network of clients through referrals, active community involvement, and professional associations
  • Regularly review and update clients' financial plans and insurance policies to reflect any changes in their circumstances or goals
  • Design and implement tailored strategies to safeguard clients' assets, income, and overall financial well-being

Qualifications

We prefer candidates with a bachelor's degree in finance, business, or a related discipline. While prior experience in insurance, financial services, or business development is beneficial, it is not mandatory. Successful candidates will possess excellent interpersonal and communication abilities, strong analytical skills, and the capability to build lasting client relationships.


Benefits

You will have continuous access to training and development programs, with sponsorship for advanced certifications to enhance your expertise. We offer a lucrative compensation structure including performance-based incentives and unlimited earning potential. You will receive extensive support from a dedicated planning team, marketing resources, and experienced mentors. Enjoy the flexibility to design a work schedule that aligns with your personal and professional goals. Most importantly, you will play a pivotal role in helping individuals and families secure their financial future, making a lasting difference in the community.



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