Financial Service Associate

4 days ago

Charlotte, North Carolina, United States Associate Staffing Full time $60,000 - $120,000 per year

Who we are:

A Fortune 500 financial services corporation, with a heritage spanning nearly a century and a half, specializes in a comprehensive suite of investment, insurance, and retirement solutions. Catering to a diverse clientele that ranges from individual investors to corporate entities, the firm is dedicated to forging partnerships that prioritize financial prosperity and security. Through a commitment to innovation and customization, it empowers clients to achieve their financial aspirations both today and, in the years, to come.

Here are few examples of the kinds of things you'll do:

  • Provide benefit event education to former participants, those in the Personal Retirement Account or those approaching a benefit event. This will include the retention of assets and offering additional product solutions to our customers.
  • Educate and assist existing and perspective customers who are interested in engaging with the company for their individual investment and risk-based needs. This may include facilitation of any requested transaction or introduce them, when appropriate to another team.
  • Assist in uncovering current or potential retail customer needs
  • Perform other job-related duties and projects as needed.

Desired Qualifications

  • Bachelor's degree or equivalent plus 2+ years' experience, preferably in the financial services industry.
  • Excellent verbal and written communication skills and the ability to establish trust and rapport easily with customers over the phone.
  • Proficiency with computer desktop technology and digital communication mediums.
  • Detailed knowledge and expertise involving retail investments products as well as employer sponsored retirement plans.
  • Self-driven and able to make decisions that are in the best interest of our customers. This includes possessing a heartfelt passion to hold and manage relationships with customers and members of their household.
  • Ability to work independently, be a self-starter, and demonstrate confidence in decisions.
  • Drive to constantly improve the customer experience working in a collaborative team-based culture.
  • Strong efficiency with time management and organizational skills.
  • Committed to holding yourself to a high degree of integrity while building and sustaining strong positive relationships with colleagues.

EQUAL OPPORTUNITY EMPLOYER:

  • Associate Staffing is an Equal Opportunity Employer and does not discriminate against any employee or applicant for employment based on race, color, religion, sex, national origin, age, disability, veteran status, sexual orientation, gender identity, or any other protected status under applicable law. We are committed to creating a diverse and inclusive work environment and welcome applicants from all backgrounds to apply for open positions with our company.

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