Financial Consultant

The financial consultant has the primary responsibility of retaining and expanding company relationships and soliciting new retail Investment and Insurance business from prospective customers.

Requirements

• High School Diploma, GED or Foreign Equivalent required
• Bachelor’s degree preferred or comparable work experience
• Master's Degree in a related field is strongly desired
• Required Life, Health and Accident licenses
• Variable Annuity license
• Series 7 license
• Series 63 and or Series 66 license
• 3+ years in retail sales required
• 1+ years of sales experience in the Investment / Insurance industry preferred
• Proven success demonstrating sales results, exceeding sales expectations, adaptability, collaboration, relationship building, reliability and motivation to success
• Proven leadership, business development and problem resolutions skills
• Proven customer service skills and the ability to resolve problems and prevent customer dissatisfaction
• Excellent listening, verbal and written communication skills and demonstrated success communicating with various levels within an organization
• Strong coaching skills
• Demonstrated ability to work well in a team environment
• Demonstrated ability to follow company policies, guidelines and procedures

Benefits

• medical, dental, vision, life, and disability insurance
• comprehensive leave program