What are the responsibilities and job description for the Financial Services Representative position at Grace Shaheen Hannah & Associates LLC?
Our local firm is seeing highly motivated individuals with a desire to help others. We are looking for born leaders to add to our fast-growing team who have a passion and purpose for helping others. This position has two parts - maintaining our current client base with their needs and working on acquiring new business and sales. Our systems and processes guarantee success if executed properly. Promotion to a leadership position is possible in the first year. Said promotion would allow you to lead a team of individuals to success outside of your own successes. If you are a go- getter who is ready to take control of their future successes, please apply.
Duties and Requiremenst:
- Conduct financial needs analysis and provide suitable recommendations
- Assist clients planning and selecting products that suits their family's needs
- Maintain knowledge of financial products
- Ability to develop and maintain strong relationships with clients and team members
- Excellent written and communication skills
- Self-discipline and have time management skills
- Willingness to help others
- Must have driver's license, reliable transportation and ability to pass a background check
- Must have Windows operating laptop
On the job training is provided to give you the most productive start to your new career.
Job Type: Full-time
Pay: $50,000.00 - $70,000.00 per year
Benefits:
- Flexible schedule
- Opportunities for advancement
- Paid training
- Retirement plan
Schedule:
- Monday to Friday
- Weekends as needed
Work Location: In person
Salary : $50,000 - $70,000