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Financial service representative
$97k-121k (estimate)
Full Time | Investment Management 6 Days Ago
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Ashford Advisors, LLC is Hiring a Financial service representative Near Atlanta, GA

Overview

Are you a self-motivated individual with an entrepreneurial spirit looking for a career with growth potential that will impact your community?

Ashford Advisors, a member of The Guardian Network ® is looking for individuals like you to join our team as a Financial Representative.

As a Financial Representative you will work with individuals and businesses in your community providing access to financial products and services that will protect their assets, help them understand their financial life, and build wealth for the future.

As a Financial Representative, you will have the ability to make an impact in your community, have development and career growth opportunities and the flexibility and ability to build your practice in a way that feels authentic to you, serving the clients and communities you choose to work with.

You are

  • A self-motivated individual with a dynamic, confident personality, a strong work ethic, high integrity and passion for succeeding.
  • Desire to help others achieve their goals and dreams through cultivating long-term relationships.
  • Ambitious, entrepreneurial, and looking for career growth and development.

What you’ll be doing

  • Work with clients to understand their goals, concerns, and current financial information. Analyze information to create a strategy with appropriate products and services.
  • Develop and maintain a base of clients who value your input and guidance.
  • Work with clients to keep their financial strategies current and aligned with their goals, building relationships with clients that will lasts for years.

What we provide

  • Development and training locally, virtually and nationally to support you as you build your practice with us.
  • Tools and resources to help you market and grow your practice and communicate efficiently with your prospects and clients.
  • Mentorship and joint-work opportunities.
  • A competitive benefits package including : Defined Benefit Plan, 401(k) with Match and Roth options, health and dental insurance and more.
  • Leadership and career development opportunities including tuition reimbursement and continuing education opportunities.

Requirements

  • Must be a US citizen or permanent resident
  • A four-year college degree
  • Obtain appropriate insurance licensing

Who we are

Please visit the following to learn more about us https : / / www.ashfordadvisors.net /

AGENCY DISCLOSURES

The Guardian Network® is a network of preferred providers authorized to offer products of The Guardian Life Insurance Company of America (Guardian), New York, NY and its subsidiaries.

Last updated : 2024-06-20

Job Summary

JOB TYPE

Full Time

INDUSTRY

Investment Management

SALARY

$97k-121k (estimate)

POST DATE

06/22/2024

EXPIRATION DATE

06/23/2024

WEBSITE

ashfordadvisors.net

HEADQUARTERS

MEMPHIS, TN

SIZE

100 - 200

FOUNDED

1898

REVENUE

$5M - $10M

INDUSTRY

Investment Management

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The job skills required for Financial service representative include Products and Services, Leadership, Building Relationships, etc. Having related job skills and expertise will give you an advantage when applying to be a Financial service representative. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Financial service representative. Select any job title you are interested in and start to search job requirements.

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The following is the career advancement route for Financial service representative positions, which can be used as a reference in future career path planning. As a Financial service representative, it can be promoted into senior positions as a Financial Retail Sales Assistant II - Registered that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Financial service representative. You can explore the career advancement for a Financial service representative below and select your interested title to get hiring information.

If you are interested in becoming a Financial Service Representative, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Financial Service Representative for your reference.

Step 1: Understand the job description and responsibilities of an Accountant.

Quotes from people on Financial Service Representative job description and responsibilities

They arrange meetings with clients, suggest suitable financial products or services based on clients' financial goals, and ensure that clients are satisfied with their purchases.

02/04/2022: Santa Cruz, CA

Maintain comprehensive knowledge of all services and products and update all request on development needs.

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Provide efficient sales and services to customers and monitor sales for all referral objectives.

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A financial service representative may advance his career by obtaining certifications and building up more and more accounts.

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To acquire clients, the representative may need to make cold calls, knock on doors, or attend financial seminars.

03/20/2022: Springfield, OR

Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.

Career tips from people on Financial Service Representative jobs

Be very, very careful when selecting a financial services representative.

02/12/2022: Cheyenne, WY

Provide Financial Advice Financial services representatives match financial products to their customers' needs and provide them with appropriate financial advice to help them meet their goals.

01/22/2022: Lorain, OH

Step 3: View the best colleges and universities for Financial Service Representative.

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