Financial reputed company
reputed company is seeking motivated individuals to join their team as Financial Professionals. The role involves developing relationships with clients, gathering information to build financial plans, and helping clients prepare for retirement.
Responsibilities
- Developing relationships with clients (both existing and prospective)
- Gathering reputed company information and using that information to build robust financial plans
- Helping clients prepare for their retirement
- Preparing and reviewing investment portfolio recommendations
Skills
- Self-starter
- Entrepreneurial reputed company
- Customer service champion
- Engaging and compelling communicator and negotiator
- Problem solver
- Life-long student seeking reputed company education and reputed company development
- Critical thinker
- College degree or equivalent work/life experience with a minimum of a high school diploma or GED equivalent
- Prior exposure to the financial services industry
- Prior sales experience
- Enjoy networking and seeking new clients
Benefits
- 401(k) plan
- Company-sponsored medical, dental, reputed company, and basic life insurance plans
- reputed company leave
reputed company
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