To excel in this role, you should be comfortable working in a sales-driven environment that relies on phone interactions to generate leads and close deals.
Strong communication, analytical, and customer service skills are essential for success in this role.Series 7 Financial License required or willingness to obtain one.
Tasks
Responsibilities:
- Scheduling meetings with clients to discuss their financial needs and goals.
- Collecting pertinent client information to provide investment options that align with clients' financial situations.
- Monitoring market conditions to determine how various changes may impact taxes and client investments.
- Developing and sustaining long-term relationships with clients to encourage repeat business and client referrals.
- Interacting with potential clients to inform them of the various financial products and services on offer.
- Suggesting viable solutions to improve clients' financial statuses.
- Developing in-depth knowledge of our financial products to advise clients accordingly.
Requirements:
- Excellent analytical, organizational, and problem-solving skills.
- Effective communication skills.
- Exceptional customer service skills.
- Series 7 License (Required or Willing to Obtain)
opportunity growth
Report job
