Financial Representative
We are seeking motivated and client-focused individuals to join our team as Financial Representatives. In this role, you will be responsible for developing and maintaining client relationships by providing tailored financial advice and solutions. This is a rewarding opportunity for a results-driven individual to build a career by helping clients secure their financial futures. Success in this role requires a blend of sales aptitude, financial knowledge, and exceptional interpersonal skills.
Key Responsibilities
- Client Acquisition & Relationship Management:
Proactively identify, prospect, and cultivate new client relationships through networking, referrals, and community involvement.
Conduct thorough client meetings to understand their financial situation, goals, and risk tolerance.
Build and maintain a strong portfolio of long-term client relationships.
- Financial Planning & Analysis:
Analyze clients' financial needs and develop personalized financial plans.
Recommend appropriate financial products and strategies, including investments, retirement planning, insurance (life, disability, long-term care), and estate planning.
- Sales & Business Development:
Present and clearly explain complex financial concepts and products to clients.
Close sales and implement recommended financial strategies.
Achieve and exceed individual sales targets and performance metrics.
- Compliance & Ongoing Service:
Ensure all client interactions and recommendations comply with industry regulations and company policies.
Provide ongoing portfolio reviews and service to existing clients, making adjustments as their lives and markets change.
Continuously stay updated on financial markets, economic trends, and new products.