Job Description
Join the forefront of financial services as a Wealth and Investment Advisor. Drive sales growth and enhance client experiences with tailored investment strategies and solutions.
This Financial Services Representative role is pivotal in building and deepening client relationships within Wealth & Life products. You will conduct needs analyses, develop marketing strategies, and drive success through outbound prospecting. Your focus will be on achieving client financial goals while ensuring compliance with regulatory requirements.
Key Responsibilities:
• Foster the development of investment assets for clients
• Engage clients proactively to enhance sales opportunities
• Open accounts and manage detailed client documentation
• Identify asset gathering opportunities through reviews
• Network at events to create visibility for the agency
Requirements:
• Three years in the financial services industry
• Relevant po...
This Financial Services Representative role is pivotal in building and deepening client relationships within Wealth & Life products. You will conduct needs analyses, develop marketing strategies, and drive success through outbound prospecting. Your focus will be on achieving client financial goals while ensuring compliance with regulatory requirements.
Key Responsibilities:
• Foster the development of investment assets for clients
• Engage clients proactively to enhance sales opportunities
• Open accounts and manage detailed client documentation
• Identify asset gathering opportunities through reviews
• Network at events to create visibility for the agency
Requirements:
• Three years in the financial services industry
• Relevant po...
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