Producer / Producer Trainee

5 - 7 years experience  •  Business Services

Salary depends on experience
Posted on 12/14/17
5 - 7 years experience
Business Services
Salary depends on experience
Posted on 12/14/17

We are seeking an experienced outside salesperson for this role, but are willing to consider candidates with experience in financial services operations who aspire to a career in sales.

Specific responsibilities include:

Develop and achieve maximum sales volume consistent with individuals and company objectives.

Identify, develop, and qualify new prospects.

Contact prospects to set appointments.

Develop and perpetuate a loyal customer base in relation to geographic and market considerations.

Recommend plans and products to help clients achieve goals; identify appropriate investment and insurance solutions (e.g. business objectives, estate issues, tax considerations, retirement planning)

Analyze clients’ income and assets, as requested; at least once annually, review and updatefinancial situation.

Stay current on industry developments, service and product enhancements, regulatory issues, and clients’ objectives.

Comply with all FINRA/SEC/Commonwealth compliance regulations; satisfy continuing education requirements.

Conduct business in a manner that demonstrates an understanding of both the business and earnings implications of the Company.

Help individuals identify their unique financial needs and objectives:

  • Establish and define the client/advisor relationship

  • Gather data, including goals

  • Analyze and evaluate financial status

  • Develop, present, implement, and monitor financial planning recommendations

  • Provide personal client service on an ongoing basis throughout the year as requiredQualifications:

  • Strong sales aptitude/skills.

  • FINRA Series 7 and 66 or 63 and 65registration and Life/Health insurance sales in ME, NH & MA. We will consider training individuals who may need to round out the designations listed here.

  • BA or BS in business or professional designation a plus.

  • Three to five years of previous experience working in a related field.

  • Excellent knowledge and communication of financial planning concepts, terminology, and products, including mutual funds, stocks, bonds, insurance policies, and annuities.

  • Knowledge of third-party asset management systems, including how they work, their benefits and drawbacks.

  • Proficiency in computer programs, including MS Office Suite, particularly Excel; MoneyGuide Pro, Argus, Broadridge Forefield Advisor.


Ref#: P1822_20171115

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