What are the responsibilities and job description for the Financial Services Professional position at Jaja Financial Group?
Overview
We are seeking a motivated and detail-oriented Financial Professional to join our dynamic team. In this role, you will be responsible for providing exceptional financial services to clients, helping them achieve their financial goals through effective planning and investment management. The ideal candidate will possess strong sales skills and a deep understanding of financial products, enabling them to build lasting relationships with clients.
Duties
- Develop and maintain relationships with clients by understanding their financial needs and goals.
- Provide expert advice on wealth management, cash management, and investment strategies.
- Utilize financial software to analyze client portfolios and recommend appropriate adjustments.
- Conduct thorough financial planning sessions to assess client situations and develop tailored solutions.
- Collaborate with team members to enhance customer relationship management practices.
- Stay updated on industry trends and changes in financial regulations to provide informed guidance.
- Engage in proactive sales activities to promote financial services and products.
Requirements
- Proven experience in sales, preferably within the banking or financial services sector.
- Familiarity with financial software tools for analysis and reporting.
- Knowledge of wealth management principles and investment management strategies.
- Strong skills in cash management and customer relationship management.
- Excellent communication and interpersonal skills to effectively interact with clients.
- Ability to work independently as well as collaboratively within a team environment.
- A degree in finance, business, or a related field is preferred but not required.
Join us as a Financial Professional where you can make a significant impact on clients' lives while advancing your career in the financial services industry.
Job Types: Full-time, Part-time, Contract
Pay: $54,010.00 - $62,193.00 per year
Expected hours: 20 – 40 per week
Benefits:
- Flexible schedule
Compensation Package:
- Commission pay
License/Certification:
- Life Insurance License (Required)
Ability to Relocate:
- Myrtle Beach, SC 29578: Relocate before starting work (Required)
Work Location: In person
Salary : $54,010 - $62,193
