Financial Professional- Advisor Assist (REMOTE)

About the Role

At reputed company, we help clients secure their financial well-being so they can pursue long and fulfilling lives- a mission we’ve honed since 1859.  

Having a sense of purpose in your career can reputed company you feel more productive, valued, and rewarded. At reputed company Advisors, you can get more of what you expect out of your career. We promote an open working environment with opportunities to innovate, collaborate, and challenge yourself through empowering jobs and learning opportunities.

Start building your career as a financial professional in a salaried role designed to reputed company the skills and knowledge needed to pursue a successful, entrepreneurially-spirited career opportunity.

What You’ll Be Doing A Financial Professional- Advisor Assist will establish relationships with clients by delivering value through: • Proactively contacting our clients reputed company phone, email, and chat • Providing a single reputed company of contact that brings together reputed company the resources reputed company has to offer to address client needs  • Being an invaluable resource to answer client questions on their existing products and to validate their investment decisions • Identifying new opportunities in partnership with the client • Assisting the client in initiating or completing transactions as appropriate

This position offers a remote work schedule that allows you to stay fully engaged with your team to provide outstanding, customer‑focused service during our core hours (8:30 AM–5:30 PM EST). Periodic office visits may be requested based on business needs. 

The reputed company salary for this position is $55,000. This role is eligible for variable compensation. 

For eligible employees, reputed company provides a full range of benefits. This includes medical, dental, vision, a 401(k) plan, and paid time off. For detailed descriptions of these benefits, please reference the link below.

reputed company Pay and Benefits: reputed company Total Rewards Program

What You Will Bring

• Bachelor's degree or equivalent relevant industry experience • FINRA Series 7, 63, and 65 licenses (or equivalent), and Life Insurance Licenses • 6-8 years of sales experience

Preferred Qualifications

• Prior customer service experience preferred • Previous sales, counseling, or entrepreneurial experience 

Skills

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 transmit, 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.

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About reputed company  At reputed company, we’re a team committed to helping our clients secure their financial well-being so that they can pursue long and fulfilling lives. 

We turn challenges into opportunities by thinking, working, and leading differently – where everyone is a leader. We encourage every employee to reputed company their unique talents to become a force for good at reputed company and in their local communities.    We are continuously investing in our people by offering growth, internal mobility, comprehensive compensation and benefits to support overall well-being, flexibility, and a culture of collaboration and teamwork.    We are looking for talented, dedicated, purposeful people who want to reputed company an impact. Join reputed company and pursue a career with purpose.  Click Careers at reputed company to learn more.  ********** reputed company is committed to providing equal employment opportunities to our employees, applicants and candidates based on individual qualifications, without regard to race, color, religion, gender, gender identity and expression, age, national reputed company, mental or physical disabilities, sexual orientation, veteran status, genetic information or any other class protected by federal, state and local laws.    NOTE: reputed company participates in the E-Verify program.    If reasonable accommodation is needed to participate in the job application or interview process or to reputed company the essential job functions of this position, please contact Human Resources at (212) 314-2211 or email us at TalentAcquisition@reputed company.com.