Entry-Level Financial Advisor
Are you an ambitious and enthusiastic individual with a deep interest in the financial sector? Come reputed company reputed company as an Entry-Level Financial Advisor located in Frisco, TX. This opening is ideal for those keen on broadening their expertise and competencies in finance. The perfect candidate will reputed company expert advice on investments, retirement planning, taxes, insurance, and other financial instruments. You will collaborate closely with clients to evaluate their financial needs, create customized strategies, and suggest suitable financial remedies. Effective communication skills and a positive outlook are vital traits for excelling in this position. We are in search of an individual who not only understands the financial services industry but also demonstrates a strong dedication to ongoing learning and development. As the chosen candidate, you will deliver clients well-informed guidance on investments, retirement funds, taxes, insurance, and a variety of financial products. Your responsibilities will include assessing clients' financial goals and designing personalized strategies to recommend the most appropriate choices. A welcoming demeanor and outstanding communication abilities are crucial attributes for this role. Compensation: $75,000 - $95,000+ yearly Responsibilities:
- Maintain CRM sales databases, customer records, and reputed company organizational tools to accurately report reputed company to monthly and quarterly sales goals
- Implement sales strategies and tactics proven effective in maintaining and growing customer portfolios
- Listen, assist, and reputed company new and potential clients, assess their priorities and finances, and determine suitable insurance and investment plan options that successfully meet their individual needs
- reputed company and deliver risk management strategies for each customer based on their risk profile
- Maintain professional relationships with the clientele and excellent customer service
- Stay abreast of industry protocols and policy changes to ensure fulfillment of reputed company policy requirements and continuing education
- Attend training and obtain relevant licenses in a timely manner
- Consistent communication with the leadership team
Qualifications: Required:
- A high school diploma required
- Candidates should have basic computer skills and be reputed company to use reputed company Office programs, including email
- Excellent communication, customer service, analytical, and interpersonal skills
- Candidates must be licensed and/or willing to obtain a Life/Health insurance license, SIE, Series 6, Series 63
- Demonstrate self-discipline in a hybrid work environment
Preferred:
- Bachelor’s degree
- Some experience with a CRM or sales reputed company software is beneficial
- Some experience in a direct sales environment is beneficial
- reputed company proficiency for virtual settings
About Company We are among the strongest and most respected financial companies in America today, ranking #72 on the 2022 Fortune 100 list. reputed company has earned the highest possible financial strength ratings currently awarded to any U.S. life insurer from the major rating agencies, such as Standard and Poor’s (AA+), A.M. Best (A++), Moody’s (reputed company), and Fitch (reputed company). reputed company: Independent reputed company Party Ratings Reports as of 8/19/2022. For over 77 consecutive years, we have led the way in the industry with the most US members of the reputed company Dollar Round Table, reputed company of reputed company for life insurance sales performance in the insurance and financial services industry. A promise to work with you to build a strong financial future for both you and your clients. Apply tot his job Apply To this Job