Entry-Level Financial Services Representative - Sales
Description
Are you an experienced Financial Advisor who thrives on providing excellent service to help your clients meet their financial goals?
If so, we are looking for you! Our successful candidate will have a proven track record of long-term advisor relationships, a wealth of industry knowledge, great communications skills, and a meticulous eye for detail.
If this sounds like you, apply today!
Responsibilities
- Aid clients in implementing financial recommendations such as savings plans, life insurance, mutual funds, and other financial products
- Design customized financial plans suitable for each client based on potential life changes and changing financial needs
- Compile each client's financial information to determine financial goals, financial status, cash flow, and financial expectations
- Execute exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice given
- Seek, identify, and approach new prospects continuously and establish strong relationships with new clients as their trusted advisor
Qualifications
- Proven success as a financial planner, personal financial advisor, financial analyst, or financial consultant is essential
- Up-to-date knowledge of the financial industry, financial products, best practices, and tax regulations is necessary
- Experience with computer programs, such as MS Office, Google Suite, CRM systems, and financial planning software is essential
- A Bachelor's degree in business administration, finance, or a related field is required
- Superior customer service skills, math skills, relationship skills, and communication skills are preferred
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