Financial Services Professional

About This Role

As a Financial Services Professional, you will build a client base, provide financial guidance, and help clients with important financial decisions using the latest software and an expansive product portfolio.

Responsibilities

• Build a client base by growing relationships with your network and providing guidance
• Gain expertise through sponsored coursework and proprietary agent development training
• Guide clients through important financial decisions using the latest software and an expansive product portfolio
• Develop your Financial Professional career through pathways including leadership, wealth management, and retirement planning
• Present complicated financial concepts effectively and maintain uncompromising principles, such as honesty and integrity
• Self-motivate to connect with company-provided sales leads and network with new clients
• Utilize strong relationship building, communication, and time-management skills
• Achieve success with a competitive and entrepreneurial spirit

Requirements

• Ability to present complicated concepts effectively
• Uncompromising principles including honesty and integrity
• Self-motivation to connect with company provided sales leads and network with new clients
• Strong relationship building skills
• Strong communication skills
• Strong time-management skills
• Competitive and entrepreneurial spirit

Benefits

Certifications