Financial Services Representative

5 days ago


Roseland, Nebraska, United States Integrated Financial Concepts Full time
Job Title: Financial Services Representative

Integrated Financial Concepts is a nationally recognized Financial Services Firm that hires top-tier talent.

We are dedicated to establishing meaningful connections with a diverse clientele. Our Financial Representatives and Financial Advisors proudly serve a wide spectrum of individuals, including small business owners, educators, entrepreneurs, families, first responders and more.

We offer a range of tailored services, addressing specific financial needs, whether through comprehensive financial strategies or specialized focus areas such as Retirement Income Strategies, Estate Planning Strategies, Tax Planning Strategies, Risk Management & Protection Planning, Wealth & Portfolio Management, College Funding, Special Needs Planning, Planning with Charitable Intent, Business Owner Strategies, Small & Large Group Employee Benefits and more.

Our team follows a rigorous process that leads to exceptional outcomes and empowers clients to pursue their financial goals with confidence.

Responsibilities:
  • Consult with clients to understand their financial needs and objectives, scheduling meetings for in-depth discussions.
  • Gather relevant client information to tailor investment & protection recommendations that align with their financial circumstances.
  • Stay informed about market conditions and assess how they may impact taxes and client investments.
  • Cultivate long-term relationships with clients, fostering repeat business and client referrals.
  • Proactively reach out to potential clients through cold-calling to introduce our comprehensive financial products and services.
  • Provide innovative solutions to enhance clients' financial well-being.
  • Develop an in-depth knowledge of our financial products to offer well-informed advice and recommendations.
  • Establish connections with prominent professional networks, including accountants and attorneys.
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 & 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.


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