346 Licensed Financial Services Rep. – Salt Lake City, UT Jobs in Salt Lake, UT
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Licensed Financial Services Rep. – Salt Lake City, UT
$53k-71k (estimate)
Full Time | Business Services
7 Days Ago
ASSOCIATE STAFFING is Hiring a Licensed Financial Services Rep. – Salt Lake City, UT Near Salt Lake, UT
Who We AreA Fortune 500 financial services corporation, with a heritage spanning nearly a century and a half, specializes in a comprehensive suite of investment, insurance, and retirement solutions. Catering to a diverse clientele that ranges from individual investors to corporate entities, the firm is dedicated to forging partnerships that prioritize financial prosperity and security. Through a commitment to innovation and customization, it empowers clients to achieve their financial aspirations both today and, in the years, to come.
Here are few examples of the kinds of things you’ll do:
Here are few examples of the kinds of things you’ll do:
- Provide benefit event education to former participants, those in the Personal Retirement Account or those approaching a benefit event. This will include the retention of assets and offering additional product solutions to our customers.
- Educate and assist existing and perspective customers who are interested in engaging on their individual investment and risk-based needs. This may include facilitation of any requested transaction or introduce them, when appropriate to another team.
- Assist in uncovering current or potential retail customer needs
- Perform other job-related duties and projects as needed.
- Active Series 7 and 66 or 63/65
- Bachelor’s degree or equivalent plus 2 years’ experience, preferably in the financial services industry
- Excellent verbal and written communication skills and the ability to establish trust and rapport easily with customers over the phone.
- Proficiency with computer desktop technology and digital communication mediums.
- Detailed knowledge and expertise involving retail investments products as well as employer sponsored retirement plans.
Job Summary
JOB TYPE
Full Time
INDUSTRY
Business Services
SALARY
$53k-71k (estimate)
POST DATE
06/15/2024
EXPIRATION DATE
07/13/2024
WEBSITE
associatestaffingllc.com
HEADQUARTERS
CHARLOTTE, NC
SIZE
25 - 50
FOUNDED
2015
CEO
MICHAEL NORTON
REVENUE
$5M - $10M
INDUSTRY
Business Services
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