What are the responsibilities and job description for the Financial Services Representative position at Inceed?
Compensation: $40,000 base Commission
Location: Cape Girardeau, Missouri
Position: Financial Services Representative
Inceed has partnered with a great company to help find a skilled Financial Services Representative to join their team! This is an exciting opportunity for a financial professional to play a key role in establishing new employer accounts, growing existing relationships, and helping individual clients achieve their financial goals. The position involves collaborating with both for-profit and non-profit organizations to enhance employee participation in 401(k), 403(b), and 457 retirement plans. This position is open due to company growth and the desire to continue expanding their retirement plan services. It’s a fantastic opportunity to make an impact, work directly with employers, and provide valuable financial education to employees.
Responsibilities:
- Develop and grow client relationships, increasing assets under management.
- Meet with prospective and existing clients to discuss financial goals and investment options.
- Provide financial planning education to employer plan sponsors and employees to increase retirement plan participation.
- Assist individual participants in developing personalized financial plans.
- Maintain CRM systems by recording communications and progress with clients.
- Perform additional duties as required.
Required Qualifications & Experience:
- Series 65/66 certification or the ability to obtain within 90 days of employment.
- Missouri Life Insurance license.
- Experience in mutual funds, annuities, and life insurance products.
- Proven ability to work independently and drive results.
Nice to Have Skills & Experience:
- Experience working with group benefit plans and 501(c)(3) organizations.
- Strong presentation and communication skills.
- Proficiency in Microsoft Excel, Word, and PowerPoint.
Perks & Benefits:
- Competitive base salary and performance-based incentives.
- Comprehensive benefits package available.
If you are interested in learning more about the Financial Services Representative opportunity, please submit your resume for consideration.
We are Inceed, a staffing direct placement firm who believes in the possibility of something better. Our mission is simple: We’re here to help every person, whether client, candidate, or employee, find and secure what’s better for them.
Inceed is an equal opportunity employer. Inceed prohibits discrimination and harassment of any type and affords equal employment opportunities to employees and applicants without regard to race, color, religion, sex, sexual orientation, gender identity or expression, pregnancy, age, national origin, disability status, genetic information, protected veteran status, or any other characteristic protected by law.
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