Financial Services Representative

1 day ago


Severna Park, Maryland, United States LaBarge Financial Full time
Service Advisor Job Description

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
Requirements:
  • 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
Benefits:
  • 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
Work Environment:
  • 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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