Financial Services Professional

21 hours ago


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

Company: Integrated Financial Concepts

About Us: 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, providing tailored financial solutions to meet their unique needs.

Job Summary: We are seeking a highly motivated and detail-oriented Financial Services Representative to join our team. As a Financial Services Representative, you will be responsible for providing exceptional financial guidance, promoting our range of products and services, and building lasting relationships with clients.

Key Responsibilities:

  • Consult with clients to understand their financial needs and objectives, scheduling meetings for in-depth discussions.
  • Gather relevant client information to tailor investment and 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 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.

Benefits: As a National Life Affiliated Agent, you 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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