Financial Security Specialist
4 weeks ago
We are seeking a highly motivated and driven individual to join our team as a Financial Consultant. As a key member of our organization, you will have the opportunity to make a positive impact on people's lives by providing financial security and peace of mind through our insurance, annuity, and investment solutions.
Key Responsibilities:
- Help clients navigate complex financial challenges such as preparing for retirement, saving for college, and other issues that significantly impact their lifestyle.
- Commit to remaining educated about various types of insurance, insurance-related protocols, and policy changes to ensure fulfillment of program requirements and customer satisfaction.
- Work with clients to collect personal financial information, including status, cash flow, and expectations for documentation in our CRM.
- Assist clients with decisions related to life insurance, mutual funds, savings plans, and other financial products and services.
- Employ a research-based approach to providing financial advice and strategies based on educational meetings and/or seminars centered on client risk tolerance and financial goals.
- Develop and implement tailored financial plans using our array of services while considering each client's financial needs and life circumstances.
- Implement social media and other marketing tools to identify, seek, and generate prospects with whom you can foster strong, long-term relationships as a reliable financial service professional.
Requirements:
- The ability to understand the needs and financial concerns of clients.
- Ability to educate clients on how to plan ahead for the future financially so that they are prepared for unfortunate life events/circumstances they may encounter.
- Promote customized ways for clients to achieve their long-term financial goals.
- Ability to build an insurance and financial practice through establishing professional networks and prospecting for new clients.
- Have a clear focus on developing and maintaining long-term bonds with clients, resulting in trust and stability of the community over time.
- Must have the ability to successfully network and prospect for new clients.
- Must possess uncompromising integrity and the ability to communicate complex ideas.
- Strong relationship management skills and/or experience required.
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