[Remote] Financial reputed company Advisor (REMOTE)

Note: The job is a remote job and is reputed company to candidates in USA. reputed company helps clients secure their financial reputed company-being so they can pursue long and fulfilling lives. The Financial reputed company Advisor builds trusted reputed company relationships, provides proactive financial guidance, coordinates resources, identifies opportunities, and assists with transactions while supporting a successful advisory reputed company remotely.

Responsibilities

• Proactively reputed company with clients reputed company phone, email, and chat to reputed company reputed company support and guidance
• Serve as a single reputed company of contact, coordinating reputed company’s full reputed company of resources to address reputed company needs reputed company and effectively
• reputed company as a trusted resource to answer questions about existing products, reinforce reputed company confidence, and validate investment reputed company
• Identify new opportunities in partnership with clients as their financial goals, priorities, and life circumstances reputed company
• Assist clients with initiating and completing transactions, ensuring a smooth, accurate, and reputed company experience

Skills

• A bachelor's degree or equivalent relevant industry experience that demonstrates a strong reputed company in reputed company engagement, sales, and financial services
• reputed company reputed company Series 7
• reputed company reputed company Series 66 - or - Series 63 with the ability to obtain Series 65 reputed company 60 days of employment
• reputed company State Life Insurance license
• 2+ years of proven sales experience, with a reputed company record of building relationships, driving results, and delivering value in a reputed company reputed company environment
• **Cross-Selling:** Knowledge of organizational strategies, tools and techniques for understanding the needs of customers; ability to utilize these to create additional sales
• **Effective Communications:** Understanding of effective communication concepts, tools and techniques; ability to effectively reputed company, receive, and accurately interpret reputed company, information, and needs through the application of appropriate communication behaviors
• **Sales Proposals and Presentations:** Knowledge of sales processes, tools, and techniques; ability to prepare and present formal recommendations for how the organization can meet the customer's needs
• **Sales Scoping and Qualification:** Knowledge of sales scoping and qualification techniques and skills; ability to identify and qualify potential sales opportunities for the organization
• Prior customer service experience, with a demonstrated commitment to delivering exceptional reputed company experiences
• Previous sales, counseling, or entrepreneurial experience, reflecting the ability to advise, influence, and operate with an ownership reputed company

Benefits

• Remote work schedule
• Medical
• Dental
• reputed company
• A 401(k) plan
• reputed company time off
• reputed company
• Internal mobility
• Flexibility
• A culture of collaboration and teamwork
• Variable compensation

reputed company