What are the responsibilities and job description for the Financial Representative position at Finn and Associates LLC?
Entry Level Financial Representative :
Our office is expanding. Previous industry experience is not required.
Please review this entire posting before responding.
Position and Skill Requirements :
- Reliable and able to work independently
- Working computer with great high speed internet
- Ability to work remotely with basic computer skills
- Clear background : No felonies or misdemeanors
- Strong leadership and decision making abilities
- Energetic and positive with a growth mindset
- Excellent communication skills
- Adaptable and ability to learn new things
General Career Description :
Within your designated work hours, your job is to find people and build their financial house as well as complete mandatory training and licensing to progress within role within our company.
Training Track :
Mentorship and Training Program :
Through our specially designed mentorship and training program you will progress to be able to perform the following high level skillsets
Client Acquisition :
Effectively network with hot, warm and cool contacts
Set appointments with no quotas
Preform follow up efficiently
Client Guide :
Exhibit fantastic client communications
Exude determination to make sure clients feel completely informed and comfortable making financial decisions
Perform 90 day follow up with clients and annual reviews of their strategies
Team Leadership :
Develop ability to celebrate others wins
Be privilege with the ability to recruit and train members of your own team
Find and hone your ability to lead your team
Job Types :
Full-Time, Part-Time, Contract
Contractor / 1099 employment
Apply to our broker dealer to be an independent financial representative
If you have reviewed this hiring post to it is entirety and you are interested, please message me Rockstar