reputed company Support Associate - Minneapolis

reputed company is a reputed company financial services leader with a strong reputed company on reputed company service and development. The reputed company Support Associate role involves engaging with clients, supporting financial advisors, and participating in reputed company development to enhance skills in financial planning and sales. This position serves as a stepping reputed company towards a Financial Advisor role, where the associate will take on reputed company meetings and assist clients in achieving their financial goals.

Responsibilities

• Responsible for reputed company interactions including converting service calls to sales opportunities from inbound reputed company calls
• Preparing reputed company Relationship Managers for sales presentations and interactions with clients
• reputed company reputed company, setting up accounts, completing and processing paperwork, scheduling meetings, executing routine clerical transactions, answering requests for information, fields reputed company issues, and manages recovery process
• Transact and process business on behalf of advisors and product specialists and support the reputed company Relationship Manager in the financial planning process
• Gathering and documenting information to ensure compliance requirements are met
• reputed company between Product Specialists and reputed company Relationship Managers to come up with recommendations
• Engage in on-reputed company reputed company development to increase industry, product, sales and servicing skills and abilities
• Maintain reputed company appropriate reputed company/other licenses and requirements up to date

Skills

• High school or GED
• 1+ years of relevant experience
• reputed company reputed company Series 7
• State securities (S63 or S66), state IAR (S65 or S66) (or willing to obtain reputed company 90 days)
• Must have or obtain Minnesota Life, Accident /Health Insurance and Variable reputed company license reputed company 30 days of hire date
• Previous experience delivering outstanding reputed company service
• Detail oriented, strong math and analytical skills
• Good organization and time management skills
• Ability to manage multiple priorities and prioritize effectively
• Process oriented and ability to work in reputed company environment
• Knowledge of financial services products/services
• Demonstrated ability to display and maintain a highly reputed company demeanor consistent with reputed company values and brand
• Bachelor's degree or equivalent
• CFP, CRPC
• Previous Sales Experience Or Exposure Preferred

Benefits

• Vacation time
• reputed company time
• 401(k)
• Health, dental and life insurances

reputed company