What are the responsibilities and job description for the Financial Professional position at Managed Wealth Financial?
*Overview*
We are seeking a dedicated Financial Professional to join our team. The ideal candidate will have a passion for finance and helping clients achieve their financial goals.
*Duties*
- Conduct financial analysis and provide advice to clients
- Develop customized financial plans based on clients' needs and goals
- Assist clients in making informed decisions about their investments, insurance, and retirement planning
- Monitor financial market trends and recommend adjustments to clients' portfolios
- Build and maintain strong relationships with clients through regular communication and meetings
*Qualifications*
- Experience in retail sales or insurance sales is preferred
- Strong negotiation and communication skills
- Ability to market financial products effectively
- Multilingual abilities are a plus
- Excellent customer service skills
- Familiarity with marketing practices
- Knowledge of benefits administration and sales administration is advantageous
If you are a motivated individual with a passion for finance and helping others secure their financial future, we invite you to apply for the Financial Professional position with our team.
Job Types: Full-time, Part-time, Contract
Pay: $30,000.00 - $150,000.00 per year
Expected hours: 20 – 40 per week
Benefits:
- Dental insurance
- Flexible schedule
- Health insurance
- Vision insurance
- Work from home
Supplemental Pay:
- Bonus opportunities
- Commission pay
License/Certification:
- Insurance Producer License (Preferred)
- Life Insurance License (Preferred)
Ability to Commute:
- South Jordan, UT 84095 (Required)
Work Location: Hybrid remote in South Jordan, UT 84095
Salary : $30,000 - $150,000