Financial Services Representative
1 day ago
We are seeking a highly skilled and detail-oriented Service Advisor to join our team at LaBarge Financial in Severna Park, MD. As a Service Advisor, you will play a critical role in providing exceptional customer service and supporting our financial advisors in delivering top-notch service to our clients.
Key Responsibilities:- Prepare and present customized financial plans to clients
- Conduct client review meetings to review their current portfolio and identify opportunities for growth
- Review and recommend changes to annuities, managed money, life insurance, and long-term care
- Provide financial planning advice on investment, insurance, and retirement options
- Develop and maintain strong client relationships
- Assist lead advisors in meeting individual and team goals
- Maintain database programs and respond to client inquiries as needed
- Process transactions, open, close, and transfer accounts, and generate reports for advisors
- Follow up with vendor companies and clients as necessary
- Assist advisors with pre-appointment preparation and resolve any issues regarding new accounts, transfers, or amendments
- 2+ years of financial services experience with a focus on sales
- Previous client interaction in an office environment
- Intermediate to advanced computer skills
- Licensing required: Series 7, Life and Health, Series 65, or CFP
- Competitive salary range: $75,000-$90,000 + commissions
- PTO, paid holidays, 401(k) with match, flex time, and dental, health, vision, and life insurance after 60 days
- Within core business hours (8:30am-5:30pm) with some evenings required for client events
LaBarge Financial is a fast-paced financial firm committed to putting our clients first. If you are a motivated and detail-oriented individual with a passion for delivering exceptional customer service, we encourage you to apply for this exciting opportunity.
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