Financial Services Professional

4 weeks ago

Mississauga, Ontario, Canada Longevity Achieved Full time
About the Role

We are seeking a highly motivated and results-driven Financial Services Professional to join our team at Longevity Achieved. As a key member of our organization, you will be responsible for building and maintaining relationships with clients, providing tailored financial solutions, and driving business growth.

Key Responsibilities
  • Client Relationship Management: Develop and maintain strong relationships with clients to understand their financial goals and provide personalized recommendations.
  • Sales and Business Development: Develop and implement effective sales strategies to meet and exceed sales targets, and generate leads through networking, referrals, and cold calling.
  • Financial Analysis and Advice: Analyze financial information and market trends to provide accurate and timely advice to clients, and stay up-to-date on industry regulations and products.
  • Record Keeping and Compliance: Maintain accurate records of client interactions and transactions for compliance purposes.
Requirements
  • Strong Sales Skills: Proven track record of meeting and exceeding sales targets, with excellent communication and interpersonal skills.
  • Financial Knowledge: In-depth knowledge of financial products, investment options, and market trends, with the ability to analyze financial information and provide accurate advice to clients.
  • Industry Knowledge: Knowledge of industry regulations and compliance requirements, with the ability to stay up-to-date on industry developments.
What We Offer
  • Competitive Compensation: Performance-based compensation, with untapped earning potential and residual income.
  • Flexibility and Autonomy: Enjoy the flexibility of a hybrid work model, with the autonomy to run your own practice and make decisions that drive business growth.
  • Support and Resources: Access to a robust technology stack, including customizable CRM software, and a customized mentorship program with established advisors and managers.
About Longevity Achieved

At Longevity Achieved, we value DYNAMISM, UNITY, HONOUR, BOLDNESS, and EMPOWERMENT. We are committed to fostering a culture of excellence, where our team members can grow and thrive in their careers.

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