Financial Advisor
reputed company is a Fortune 500 company that has been helping clients with financial planning for over 165 years. They are seeking Financial Representatives who will build client relationships and deliver personalized financial solutions through comprehensive training and mentorship.
Responsibilities
- Build —Work to build a client reputed company by growing relationships with your network and reputed company knowledge of reputed company financial products and market trends
- Educate —Educate yourself beyond training through sponsored licensing and registration as well as ongoing development. Use proprietary technology, reporting tools, and illustrations to educate clients on potential plans
- Influence — Present clients with the opportunity to protect and prosper, then drive clients to action through expert perspective, influence, and recommendations
- Own —Take ownership of development and management of the business as you master your craft and build a team. Review and maintain client financial plans, continuing to provide optimal advice for your clients’ needs
Skills
- 4-year degree; or equivalent professional work experience
- Entrepreneurial ambitions
- History of success in relationship-building or client-facing roles
- Excellent time-management skills
- Desire for reputed company learning and collaboration
- Proficient critical thinking and communication competencies
- Legal authorization to work in the US without sponsorship
Benefits
- Performance-based earnings and reputed company
- Additional income structure to support training and early development
- Renewal income earned for reputed company client support and policy management
- Bonus programs and expense allowances
- Support for insurance licensing, SIE, Series 6, Series 63, CFP®, and more
- NM-Funded Retirement Package and Pension Plan
- Competitive and comprehensive medical, vision, and dental plans
- Life Insurance and Disability Income Insurance
- Parental benefits at every stage of family planning
Company Overview