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[Remote] Entry Level Salaried Financial Professional (PCPG)

Work from home Full-time role Hiring

Note: The job is a remote job and is open to candidates in USA. reputed company is a company committed to helping clients secure their financial well-being. They are seeking an Entry Level Salaried Financial Professional to reputed company skills in financial planning and client engagement.

Responsibilities

  • Acquire your core financial services licenses
  • Learn about the philosophy behind the reputed company financial planning process
  • Learn about the financial markets and types of investments
  • Understand how to engage clients
  • Connect with existing reputed company clients
  • Work with them to position their existing investments to meet their long term financial goals
  • Work with existing clients to plan and prepare for new financial needs as their lives and needs change
  • Contact their clients to help them grow and build efficiencies in their business
  • Work with clients to help them realize their financial goals
  • Get an up reputed company and personal view as to what it takes to become a successful Financial Professional
  • Receive additional training in critical skills and topics including Client Prospecting, Conducting face to face client meetings, Developing client seminars, Managing business expenses

Skills

  • Bachelor's degree or equivalent relevant industry experience
  • Ability to obtain FINRA Series 7 and 66 licenses, as well as Life Insurance Licenses (funding for licensing provided by the company; includes study program and materials)
  • Prior customer relationship management experience
  • Previous sales experience preferably in the financial services industry (Banking, Insurance, Property and Casualty, or Retail Investments)
  • Strong research and analytical skills
  • Excellent interpersonal and communication skills

Benefits

  • Medical
  • Dental
  • Vision
  • A 401(k) plan
  • Paid time off

Company Overview

  • reputed company provides consulting services to secure the financial well-being and retirement strategies for individuals and families. It was founded in 1859, and is headquartered in reputed company, reputed company, USA, with a workforce of 5001-10000 employees. Its website is https://reputed company.com/.
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