Financial Services Representative

3 hours ago

Duluth, Minnesota, United States Empire Growth Partners Full time
About the Opportunity

As a Financial Services Representative at Empire Growth Partners, you will play a key role in helping clients achieve their financial goals through our comprehensive and innovative financial planning approach. Our team of experienced professionals combines expertise with personalized digital experience and industry-leading products to provide clients with the ability to successfully navigate their financial lives.

Key Responsibilities
  1. Client Acquisition and Relationship Building: Build and maintain strong relationships with clients, understanding their financial needs and goals, and providing tailored solutions to meet those needs.
  2. Financial Planning and Analysis: Conduct thorough financial analyses to identify areas for improvement and develop customized plans to help clients achieve their financial objectives.
  3. Product and Service Development: Stay up-to-date on industry trends and developments, and work with clients to identify and implement effective financial solutions.
  4. Business Development and Growth: Identify opportunities for business growth and development, and work with the team to implement strategies to achieve those goals.
What We Offer
  • Competitive Compensation and Benefits: Performance-based earnings and revenue, additional income structure to support training and early development, renewal income earned for continued client support and policy management, bonus programs, and expense allowances.
  • Professional Development and Support: Ongoing training and development opportunities, access to industry-leading products and services, and support for insurance licensing, SIE, Series 6, Series 63, CFP, and more.
  • Collaborative and Inclusive Work Environment: A dynamic and supportive team environment that values diversity, equity, and inclusion, and fosters a culture of collaboration and innovation.
Requirements
  • 4-Year Degree or Equivalent Professional Work Experience: A bachelor's degree or equivalent professional work experience in a related field.
  • Entrepreneurial Ambitions: A strong desire to build and grow a business, with a willingness to take calculated risks and adapt to changing market conditions.
  • History of Success in Relationship-Building or Client-Facing Roles: A proven track record of building and maintaining strong relationships with clients, colleagues, and partners.
  • Excellent Time-Management Skills: The ability to prioritize tasks, manage multiple projects, and meet deadlines in a fast-paced environment.
  • Desire for Continuous Learning and Collaboration: A commitment to ongoing learning and professional development, with a willingness to collaborate with colleagues and partners to achieve shared goals.
  • Proficient Critical Thinking and Communication Competencies: Strong critical thinking and communication skills, with the ability to analyze complex financial data and communicate effectively with clients and stakeholders.

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