Responsive recruiter
Benefits: - 401(k) matching
- Bonus based on performance
- Competitive salary
- Dental insurance
- Health insurance
- Paid time off
- Vision insurance
ROLE DESCRIPTION:As a with , you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency.
RESPONSIBILITIES:- Educating and providing investment options based on customer's needs and wants
- Work with the agent to establish and meet marketing goals
- Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
QUALIFICATIONS:- Bachelor's degree in finance, economics, accounting, or a related field preferred (not required).
- Preferred is to already be fully licensed and experienced as a Registered Representative and/or Investment Advisor Representative. licenses.
- Proven experience working as a financial services representative.
- Sound knowledge of financial legislation.
- Proficiency in Microsoft Office applications.
- Strong mathematical skills.
- Excellent analytical, organizational, and problem-solving skills.
- Effective communication skills.
- Exceptional customer service skills.
- Successful track record of meeting sales goals/quotas preferred
BENEFITS:- Salary plus commission/bonus
- Paid time off (vacation and personal/sick days)
- Health benefits
- Growth potential/Opportunity for advancement within my office
Compensation: $40,000.00 - $200,000.00 per year
Do you want to work with someone who will help you achieve YOUR goals?If you are self-motivated, possess an entrepreneurial spirit and have a desire to win and achieve results, please consider joining our team.
