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Financial Services Representative

2 months ago

Erie, Pennsylvania, United States The Legend Group Full time

{"h1": "Financial Professional Opportunity at The Legend Group", "p": "The Legend Group is seeking a highly skilled Financial Professional to join our team in Erie, PA. As a Financial Professional, you will have the opportunity to service new and existing clients in current 403(b) and 457(b) payroll slots. Our company has been helping investors work towards their financial goals for over 50 years.", "ul": [{"li": "Develop and maintain strong relationships with clients, particularly high net worth prospects and clients"}, {"li": "Generate leads, set and hold productive meetings, and present and implement solutions to clients"}, {"li": "Provide clients with a full range of investment services offered by The Legend Group"}, {"li": "Collaborate with our team to stay compliant, uncover new planning opportunities, and maximize retention and profits"}], "h2": "Requirements", "ul": [{"li": "1+ years of financial sales experience preferred"}, {"li": "Bachelor's degree or equivalent business experience"}, {"li": "Ability to build and manage client relationships"}, {"li": "Excellent written and oral communication skills"}, {"li": "FINRA Series 6/7, 65/66 and state insurance license preferred"}], "p": "If you are a motivated and results-driven individual with a passion for financial services, we encourage you to apply for this exciting opportunity.", "h3": "About The Legend Group", "p": "The Legend Group is a full-service investment planning firm offering a wide variety of retirement plan accounts, investment advisory services, college savings plans, insurance products, and non-qualified investments. We are committed to helping our clients achieve their financial goals and build a brighter future."}