What are the responsibilities and job description for the Financial Product Specialist position at Herbein HR Consulting?
About Our Team
We're a team of experienced professionals dedicated to providing exceptional financial services to our clients. Our expertise spans investment and banking products, ensuring you receive comprehensive guidance every step of the way.
Salary and Compensation
You'll enjoy a competitive base salary plus incentives, reflecting your hard work and dedication. As you grow with us, so will your earning potential, thanks to our performance-based commission structure.
Your Role
In this role, you'll develop and maintain strong relationships within the community, identify new business opportunities, and deliver tailored solutions to meet clients' evolving needs. Your technical skills will enable you to efficiently manage investments and transactions, while your analytical mind will help clients make informed decisions about their financial futures.
The Ideal Candidate
- Experience: 3-5 years of business development and relationship sales experience.
- Licensing: Series 6, 7, and 63 preferred – we'll support your licensing journey.
- Skills: Proven ability to analyze financial statements, understand investment and banking products, and provide expert advice.
- Tech-Savvy: Proficiency in Microsoft Word, Excel, and Outlook.
- Certifications: While not required, ChFC, CFP, or CLU certifications can enhance your value as a candidate.
- Network: A solid professional network and a strong referral system are assets we encourage.
Join Our Team
- Competitive Base Salary Incentives – Grow your earnings with performance-based commissions.
- Career Advancement – Enjoy ongoing training, licensing, and professional development opportunities.
- Meaningful Work – Contribute to the betterment of your community and make a real impact on people's lives.
- Flexible Work Options – Balance your work and personal life with our hybrid work arrangement.
