Financial Services Professional
5 days ago
At Integrated Financial Concepts, we're seeking a highly skilled and detail-oriented Financial Services Representative to join our team.
As a Financial Services Representative, you will be responsible for providing exceptional financial guidance and building lasting relationships with clients. You will consult with clients to understand their financial needs and objectives, gather relevant client information, and tailor investment and protection recommendations to align with their financial circumstances.
You will also stay informed about market conditions, assess how they may impact taxes and client investments, and cultivate long-term relationships with clients to foster repeat business and client referrals.
Key Responsibilities:
- Consult with clients to understand their financial needs and objectives.
- Gather relevant client information to tailor investment and protection recommendations.
- Stay informed about market conditions and assess their impact on taxes and client investments.
- Cultivate long-term relationships with clients to foster repeat business and client referrals.
- Proactively reach out to potential clients to introduce our comprehensive financial products and services.
Requirements:
- A bachelor's degree in finance, economics, accounting, business, or a related field.
- Appropriate state licensure to perform financial services.
- Proficiency in Microsoft Office applications and CRM software.
- Exceptional analytical, organizational, and problem-solving abilities.
- Effective communication skills to engage with clients and team members.
- Outstanding customer service skills to ensure client satisfaction.
As a National Life Affiliated Agent, you will have access to a wide array of benefit plans and programs designed to encourage your well-being and that of your family. Benefits include a choice of health plans, programs focused on delivering financial and family security, and the flexibility you need to meet your goals at work and at home.
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