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Financial Professional

2 months ago

Edmond, Oklahoma, United States Wisepath Group Full time
Job Description

We are seeking a highly motivated and results-driven Financial Professional to join our team at Wisepath Group. As a key member of our organization, you will play a critical role in helping our clients achieve their financial goals.

Key Responsibilities:
  • Prospect and Qualify Leads: Identify and pursue new business opportunities, building relationships with potential clients and qualifying their needs.
  • Manage Existing Accounts: Foster strong relationships with existing clients, providing ongoing support and guidance to help them achieve their financial objectives.
  • Customer Support: Respond to client inquiries, address concerns, and provide solutions to help them overcome financial challenges.
  • Build Relationships: Develop and maintain relationships with channel partners, identifying opportunities to expand our product offerings and increase revenue.
Requirements:
  • Education: Bachelor's degree in Marketing or Business Administration preferred.
  • Experience: 1+ years of sales experience or finance experience, with a proven track record of success.
  • Skills: Strong communication and interpersonal skills, with the ability to build rapport with clients and colleagues.
  • Technical Skills: Proficiency in CRM software and MS Excel, with the ability to analyze data and create reports.
  • Licenses and Certifications: Life and Health Insurance Licenses preferred, with the ability to obtain them if necessary.
Benefits:
  • Unlimited Earning Potential: Earn a competitive salary and commissions based on your performance.
  • Financial Assistance: Receive support and resources to help you succeed in your role.
  • Residual Income: Earn ongoing income from client relationships and referrals.
  • Opportunities for Advancement: Develop your skills and advance your career within our organization.
  • Benefits Package: Enjoy a comprehensive benefits package, including health, dental, vision, and life/disability insurance.
  • 401(k) Plan: Participate in our 401(k) plan with a 6% company match.
  • Professional Development: Access to training and development opportunities to help you grow professionally.

At Wisepath Group, we are committed to helping our clients achieve financial stability and success. If you are a motivated and results-driven individual with a passion for finance, we encourage you to apply for this exciting opportunity.