Financial Services Representative
1 month ago
We are seeking a highly skilled Financial Services Representative to join our team. The ideal candidate will specialize in Life Insurance sales and have experience in investment and life product sales.
Salary: $80,000 - $120,000 per year, depending on experience and qualifications.
Job DescriptionThe Financial Services Representative will be responsible for developing and deepening client relationships by providing high-quality sales and financial services advice. They will focus on driving sales growth in investments and life insurance through outbound prospecting and new client acquisitions.
The successful candidate will have strong communication skills to influence or persuade others to adopt a specific course of action and can effectively facilitate mutually beneficial solutions.
Required Skills and Qualifications- Three years of experience in the financial services industry, including experience in investment and life product sales.
- A post-secondary education in a related discipline.
- A Life License and Mutual Funds License.
- A Financial Planning designation, such as the Certified Financial Planner (CFP), Chartered Life Underwriter (CLU) or Professional Financial Advisor (PFA) designation(s).
Our company offers a competitive salary, commissions, vacation, benefits, and more. We also require a valid driver's license, vehicle insurance, and regular travel.
What to ExpectThe successful candidate will be required to adhere to regulatory requirements and compliant sales practices. They will also be subject to a Criminal Record and Consumer History background check as a condition of employment.
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