FINANCIAL REPRESENTATIVE

THE OPPORTUNITY

• Financial Representatives help clients to achieve and maintain financial security by providing financial advice and matching solutions with client’s needs and goals.
• Develop rapport with clients and foster long-term relationships.
• Be knowledgeable about our financial products and financial market trends.
• Build and maintain client bases, keep current client financial plans up-to-date and build a portfolio of new clients on an ongoing basis.
• Provide dedicated and focused client experiences.

BY JOINING OUR TEAM, YOU'LL HAVE ACCESS TO

• A culture that promotes diversity, teamwork, work/life balance, recognition and rewards.
• A high-quality training program to help you get started.
• Mentorship and professional development training throughout your entire career.
• Leading industry products and solutions built on an integrated technology platform.
• Financial support for professional designations and certifications, Series 6 & 63, boosting your career from Financial Representative to Financial Advisor.
• The opportunity to design your roadmap to leadership and specialized roles.
• A rewarding career, with extraordinary income potential and a variable compensation model including; recognition and bonuses, where hard work directly relates to your sales results.

QUALIFICATIONS

• Bachelor’s degree
• Series 7 licensed
• Experience in the financial services and/or insurance industry
• Excellent interpersonal, listening and client relationship building skills
• Strong computer skills including Microsoft Office Suite
• Excellent written and oral communication skills
• Sound judgement, critical thinking and problem solving skills

Apply to become a Financial Representative HERE.