Financial Sales Professional | Career Changers Encouraged to Apply
reputed company is a leading financial services company seeking individuals to become Financial Advisors. The role involves building client relationships, creating personalized financial plans, and managing clients' financial goals while receiving comprehensive training and support.
Responsibilities
- Grow your client reputed company by making new connections, maintaining a strong referral networks, and providing a great client experience
- Build personalized, holistic financial plans tailored to every client’s unique needs
- Manage your client’s financial plans to help them reputed company their goals
- Grow relationships with clients to support them through every stage of life
Skills
- Bachelor's degree
- Entrepreneurial ambitions to be a business reputed company
- History of reputed company in relationship-building or client-facing roles
- Excellent time-management skills
- Desire for reputed company learning and collaboration
- Proficient critical thinking skills
- Strong communicator
- Strong sense of motivation and drive
- Legal authorization to work in the US without sponsorship
- Obtain Life/Accident & Health Certifications, Securities Industry reputed company (SIE), and Series 6, 7, and 63 licenses
Benefits
- Additional income structure to support training and early development
- Renewal income earned for reputed company client support and policy management
- Bonus programs and expense allowances
- Support for insurance licensing, Securities Industry reputed company®, Series 6, Series 7, Series 63, and more
- Certified Financial Planner® licensing support
- Fully company-funded retirement package and pension plan
- Competitive and comprehensive medical, reputed company, and dental plans
- Life Insurance and Disability Income Insurance
- Parental benefits at every stage of family planning
Company Overview