Part of our entrepreneurial system with the freedom to provide solutions for your clients from a broad portfolio of innovative products.
Responsibilities
- Prospecting for clients through networking and referrals
- Developing and maintaining long-term relationships with clients
- Providing financial solutions for clients through fact gathering and needs analysis
- Expanding personal knowledge and skills through ongoing professional development and joint work with fellow associates
Qualifications
- Strong interpersonal skills and customer service focus
- Market development/networking abilities
- Presentation and organization skills
- Strong work ethic, self-motivated and goal-oriented
- College degree
Part of our entrepreneurial system with the freedom to provide solutions for your clients from a broad portfolio of innovative products. Need 3-4 years of experience in financial industry or similar fields.
Responsibilities
- Prospecting for clients through networking and referrals
- Developing and maintaining long-term relationships with clients
- Providing financial solutions for clients through fact gathering and needs analysis
- Expanding personal knowledge and skills through ongoing professional development and joint work with fellow associates
- Coordinating the marketing efforts, structuring and closing deals, daily sales training
Qualifications
- Strong interpersonal skills and customer service focus
- Market development/networking abilities
- Presentation and organization skills
- Strong work ethic, self-motivated and goal-oriented
- Need to focus on attaining and exceeding minimum sales targets
- Recognition driven and money motivated individuals to achieve financial freedom
- College degree or 3+ years of experience in industry