Financial Services Professional

4 days ago

Red Bank, New Jersey, United States Integrated Financial Concepts Full time
About Integrated Financial Concepts

We are a nationally recognized Financial Services Firm that hires top-tier talent. Our team is dedicated to establishing meaningful connections with a diverse clientele, providing a wide spectrum of individuals with comprehensive financial strategies and specialized focus areas.

Job Summary

We are seeking a Financial Services Representative to provide exceptional financial guidance, promote our range of products and services, and build lasting relationships with clients. The ideal candidate will possess strong verbal and written skills, be charismatic and confident, and have a strong work ethic.

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 will have access to a wide array of benefit plans and programs designed to encourage you and your family's well-being. Benefits include a choice of health plans, as well as programs focused on delivering financial and family security, plus the flexibility you need to meet your goals at work and at home.

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