What are the responsibilities and job description for the Financial Services Professional position at Financial Growth Partners?
Company Overview
At Financial Growth Partners, we empower individuals to achieve their financial goals and aspirations. Our mission is to provide personalized financial solutions that cater to the unique needs of each client.
Job Description
We are seeking a Business Development Associate to join our team of experienced professionals. As a Business Development Associate, you will be responsible for working with clients to understand their financial objectives, concerns, and current situation. You will analyze this information to create tailored strategies and product recommendations.
Key Responsibilities:
- Work closely with clients to understand their financial needs and goals.
- Analyze client data to develop personalized financial strategies.
- Promote and sell Guardian's insurance products and services to clients.
Requirements
To be successful in this role, you must possess excellent communication and interpersonal skills. You should also have a strong understanding of personal finance and be able to analyze complex financial data.