What are the responsibilities and job description for the Financial Services Representative position at Strategic Financial Partners?
About the job
Begin a career with support and flexibility. Strategic Financial Partners has an opportunity available for Financial Services Representatives (entry-level and experienced) in Tennessee, Alabama, and Arkansas.
Company Overview
The local roots of our firm date back to 1933. Committed to providing excellence in customer service and quality of financial advisement, the company realized that the financial marketplace was consistently changing and evolving. With a solid foundation and an intense commitment to its clients, the firm evolved into Strategic Financial Partners. Today, Strategic Financial Partners is home to a formidable collection of industry professionals offering services from its headquarters office in Memphis, as well as throughout the Southeast. Over the past 80 years, Strategic Financial Partners has continued to evolve with the ever-changing financial marketplace. Throughout it all, we stand firm to our commitment to helping individuals, families, business owners and professionals develop expertly tailored financial strategies. We provide the experience you need to confidently use investment and insurance products to create, preserve and distribute your wealth.
As a Financial Services Representative, you’ll rely on your own ambition, leadership and relationship-building skills to form a book of business and give personalized investment solutions to your clients. Whether you are experienced or new to this business, Strategic Financial Partners will help you maximize your potential. Our staff and experienced advisors will assist you in reaching your sales goals, broadening your book of business, and acquiring your desired licensing.
As an SFP Associate, you can look forward to:
- Developing and growing your book of business by meeting prospective clients
- Working with clients on their investment and insurance planning
- Networking to create new relationships in your Market
- Access to continuing education to develop your skills in an ever-evolving industry
- Infinite potential for financial growth
Primary Responsibilities:
- Prepare recommendations based on individualized needs analysis to meet the needs of customers, while keeping their best interests in mind.
- Deliver a diversified set of investment and insurance advice-based solutions with a financial planning mindset to meet the individualized investment needs of clients.
- Provide sound financial services by advising clients on the advantages and drawbacks of different products in accordance with their individual needs.
- Meet or surpass established sales goals while meeting individual client needs and complying with company policies and regulations.
- Provide first class customer service during each customer interaction through a complete understanding of the sales process, licensing requirements and policies.
What You Can Expect from Us
- Practice Management & Development. The three-year advisor residency program provides intensive support and structure during the transition into the career as well as individualized practice development on a daily, weekly, monthly and quarterly basis.
- Team Opportunities. SFP is known for its unparalleled commitment to building highly effective advisory teams. Advisors who work with teams see client situations from multiple perspectives, which leads to more comprehensive planning and a higher quality client experience.
- Support. At SFP, you are backed by a diverse group of specialists and a comprehensive resource network to provide you with the knowledge and tools you need in order to become a successful financial advisor.
- Freedom. As a representative at SFP you are given the opportunity to run your business as you see fit. This job position gives you the ability to control your own work schedule.
- Tradition. We have offices in 5 major cities and have offered advisory services since 1933. The culture of our firm is one built from the pursuit of excellence, servant leadership and teamwork.
Attributes of who we are seeking:
- excellent interactive skills and sales abilities
- firm belief in financial products and solutions
- demonstrates determination and commitment
- has an entrepreneurial mindset
- presents one’s self as outgoing and confident
Bonus Attributes: (not required)
- prior sales experience
- solid understanding of investment and insurance products
- solid understanding of the financial planning process and needs analysis
- state Insurance License – Life and Health
- Securities Industry Essentials (SIE)
- FINRA Series 7 & 66 registrations
Financial services representatives are independent contractors and are not employees of MassMutual, its subsidiaries, or of general agents with whom they contract.