Description
Are you an experienced financial advisor who thrives on providing excellent service to help your clients meet their financial goals? If so, we are looking for you! Our successful candidate will have a proven track record of long-term advisor relationships, a wealth of industry knowledge, great communications skills, and a meticulous eye for detail. If this sounds like you, apply today!
Responsibilities
What is expected of our Agents?
•Ability to understand the needs and financial concerns of clients
•Ability to educate clients on how to plan ahead for the future financially so that they are prepared for unfortunate life events/ circumstances they may encounter
•Promote customized ways for clients to achieve their long-term financial goals
•Cultivating relationships, with a view to helping every family member or individual pursue financial security
•Ability to build an insurance and financial practice through establishing professional networks and prospecting for new clients
•Providing compassion and guidance to clients when unfortunate life circumstances arise
•Having a clear focus on developing and maintaining long-term bonds with clients, resulting in trust and continuity of community over time
•Customize financial plans for each client based on potential life changes and changing financial needs
•Execute exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice given
•Compile each client's financial information to determine financial goals, financial status, cash flow, and financial expectations
•Assist clients in implementing financial recommendations such as life insurance, mutual funds, savings plans, and other financial products
•Develop and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives
Qualifications
Desired Skills and Experience
•4-year College Degree (Recommended)
•Candidate must be an accomplished communicator with strong verbal and written skills
•Prior sales and/or business experience preferred
•Business Mindset
•Strong desire to help others It is also a plus if you have strong interpersonal management skills, are a self-starter, and are capable of working individually as well as in a team environment
•Purpose-driven goals
•Valid professional license CPA, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, are required
•Requires a Bachelor's degree in finance, business administration, or related field
•Computer proficiency including MS Office, Google Suite, CRM systems, and financial planning software is vital
•Previous success in financial services as a financial planner, personal financial advisor, financial analyst, or financial consultant is needed
•Relevant knowledge of the financial industry, financial products, best practices, and tax regulations is vital