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