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Financial Services Professional
2 months ago
Frontier Management (OR) is a leading financial services company dedicated to providing exceptional support to our financial professionals. Our team is committed to helping our clients achieve their financial goals through a range of financial products and services.
Job SummaryWe are seeking an experienced Financial Services Professional to join our team. As a Financial Services Professional, you will be responsible for developing and implementing financial plans for our clients, providing expert advice on insurance and investment products, and building strong relationships with our clients and partners.
Key Responsibilities- Develop and implement comprehensive financial plans for clients, taking into account their unique needs and goals.
- Provide expert advice on insurance and investment products, including life insurance, annuities, and mutual funds.
- Build and maintain strong relationships with clients and partners, including attorneys, accountants, and other financial professionals.
- Stay up-to-date with industry trends and developments, and provide ongoing education and training to clients and partners.
- Work collaboratively with our team to achieve business objectives and provide exceptional service to our clients.
- Highly self-motivated and self-disciplined with the ability to work effectively and independently.
- Outgoing personality with the ability to develop relationships and a sincere desire to help others.
- Fearless, positive attitude and willingness to be accountable for results.
- Organized, detail-oriented, and excellent time-management skills.
- Desire for continuous learning.
- Good communicator with excellent listening skills and the ability to explain complex information in a simple and concise manner.
At Frontier Management (OR), we offer a range of benefits and resources to support our financial professionals, including:
- Quality training programs to help you develop your skills and knowledge.
- A competitive compensation package and significant income potential.
- Access to a range of financial products and services, including life insurance, annuities, and mutual funds.
- A team of dedicated underwriters, product consultants, and managers to support your business.
- A commitment to prudent financial management and impeccable service.
Frontier Management (OR) is a leading financial services company with a strong reputation for excellence. We are committed to providing exceptional service to our clients and partners, and to helping our financial professionals achieve their business objectives.
