Financial Services Representative

4 days ago


Parma, Ohio, United States Brookside Tax & Financial Group Full time
Company Overview
We are a financial services firm dedicated to our clients' well-being. Our mission is to provide comprehensive solutions for their tax, investment, insurance, retirement, and estate planning needs.

Salary
The estimated salary for this role is $50,000 plus commission and bonus opportunities.

Job Description
This role involves communicating with consumers to initiate prospective relationships and foster existing client relationships. You will prepare and participate in new client meetings, conduct follow-ups, and network to generate and build a prospective client list. Additional responsibilities include developing and executing prospecting and marketing strategies, interviewing prospective clients, explaining features of investments and insurance products, delivering policies, and preparing comprehensive financial plan recommendations.

Key Responsibilities:
  • Communicate with consumers to initiate prospective relationships and foster existing client relationships
  • Prepare and participate in new client meetings and conduct meeting follow-ups
  • Network to generate and build a prospective client list
  • Develop and execute additional prospecting and marketing strategies
  • Interview prospective clients to obtain data about their financial resources and needs

Required Skills and Qualifications:
This role requires prior experience working in the financial advisory industry, a high school diploma, and a Bachelor's or Associate's degree in finance or a similar field. Active state-specific life insurance licenses and Series 65/66 certifications are preferred.

Benefits:
This role offers health, dental, and vision insurance, a retirement plan, paid time off, and professional development opportunities.

Additional Information:
For more information about Brookside Tax & Financial Group, please visit our website at https://brooksidetax.com/ or check out our TV appearances and podcast on https://brooksidetax.com/brookside-on-tv/ and https://brooksidetax.com/brookside-podcast/.

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