Overview
We are looking for a driven and committed Financial Professional to join our team. In this role, you will offer personalized financial guidance and solutions to help clients reach their long-term financial goals. By utilizing your knowledge of a broad range of financial products and services, you'll cultivate lasting client relationships while maintaining strict adherence to industry regulations. Comprehensive, industry-leading training will be provided to support your success.
Responsibilities
- Build and nurture long-term client relationships through clear communication and outstanding customer service.
- Evaluate clients’ financial goals and circumstances to deliver customized financial strategies and solutions.
- Support clients in managing benefits, navigating insurance options, and planning for retirement.
- Execute proactive outreach and external sales initiatives to grow the client base and promote a range of financial products.
- Partner with team members to streamline service delivery and elevate overall client satisfaction.
Experience
- Proven experience in retail sales or outside sales, demonstrating a strong ability to close deals.
- Excellent negotiation skills, with the ability to advocate for clients effectively.
- Strong analytical skills to assess financial data and develop strategic recommendations.
- Exceptional customer service skills, ensuring a positive experience for all clients.
- Ability to work independently as well as part of a team in a fast-paced environment.
Join us as a Financial Representative and be part of a team dedicated to empowering individuals through sound financial advice and innovative solutions.
Job Type: Full-time
Pay: $78,000.00 - $141,715.00 per year
Benefits:
- 401(k)
- Dental insurance
- Flexible spending account
- Health insurance
- Life insurance
- Professional development assistance
- Retirement plan
- Vision insurance
Application Question(s):
- Looking to grow with the company.
Experience:
- Sales: 1 year (Preferred)
- Customer relationship management: 1 year (Preferred)
- Managing lead development: 1 year (Preferred)
Work Location: Hybrid remote in Mandeville, LA 70471
