Representative
1 month ago
Manhattan, New York
Are you passionate about helping people achieve their financial goals? Do you have a strong desire to be part of a dynamic and empowered team? If so, we have an exciting business opportunity for you as a Financial Services Representative. Key Responsibilities: • Client Consultation: Engage with clients to understand their financial needs and goals, providing tailored solutions to help them achieve financial success.
• Product Knowledge: Maintain a comprehensive understanding of our financial products and services, including investments, insurance, and retirement planning.
• Relationship Building: Develop and nurture long-term relationships with clients, ensuring exceptional service and client satisfaction.
• Financial Planning: Create and present customized financial plans, helping clients make informed decisions about their financial future.
• Team Collaboration: Work closely with team members to share knowledge, support each other, and contribute to a positive team environment.
• Sales and Networking: Proactively seek new business opportunities through networking, referrals, and community involvement. Qualifications: • Experience: Prior experience in financial services, sales, or customer service is preferred but not required. We provide comprehensive training for the right candidates.
• Education: A degree in finance, business, or a related field is an advantage but not mandatory.
• Skills: Strong communication, interpersonal, and analytical skills. Ability to build trust and rapport with clients.
• Licenses: Relevant financial licenses (e.g., Series 6, Series 7, or state insurance licenses) are a plus. Willingness to obtain necessary licenses is required.
• Mindset: A proactive, positive, and growth-oriented mindset with a commitment to continuous learning and professional development. Benefits: • Training: Access to extensive training and development programs to help you succeed and grow in your career.
• Support: Ongoing support from experienced professionals and a collaborative team environment.
• Earnings: Competitive compensation structure with performance-based incentives and bonuses.
• Growth: Opportunities for career advancement within a rapidly growing company.
• Flexibility: Ability to manage your own schedule and work-life balance. About us We are dedicated to empowering individuals and families to achieve financial freedom and security. Our mission is to provide exceptional financial services through a team of knowledgeable and passionate professionals. Join us and become part of a team that values integrity, teamwork, and the pursuit of excellence. How to Apply: If you are ready to take the next step in your career and make a meaningful impact on people’s lives, we want to hear from you!
Apply today!
