Position Responsibilities:
The ideal candidate for this role will be someone who enjoys building relationships and who knows how to follow through with sales opportunities while providing superior client service and always putting clients first. They will be expected to employ strong problem solving skills to build retirement plans and bring on new business. Other daily, weekly, and/or monthly tasks may include:
- Prepare, present and implement customized financial plans
- Assist clients with annuities, life, long-term care & managed money
- Provide financial planning advice to include investment, insurance & retirement
- Develop, manage and retain strong client relationships
- Work alongside team members and other advisors to improve processes and procedures
- Assist Executive leadership with meeting individual and team goals
Minimum Requirements:
- College degree preferred
- 2 + years of financial services experience with an emphasis on sales
- Life and Health Licensed; Series 65 preferred
- Strong organizational, prioritization, interpersonal & management skills
- Strong mathematical and analytical skills
- Excellent communications skills; both verbal and written
- Proficient with MS Office Suite (Outlook, Excel, Word & Power point)
- Experience with Redtail/CRM preferred, but not required
