Job Description

Job Description

Job Description

Benefits:

• 401(k) matching
• Bonus based on performance
• Competitive salary
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

ROLE DESCRIPTION:
Position is located in Eatonton, GA 31024. As a  with , you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency.

About the job: Build Client relationships and provide investment, retirement, and financial planning solutions tailored to individual goals. Develop new business, conduct ongoing client reviews, and deliver trusted financial guidance while meeting all regulatory and compliance requirements.

Why work here?: With nearly two decades of experience. We have a team and culture that is based on winning each day by discovering the needs of our customers and providing options to help protect their assets and income so they can accomplish their life goals.

RESPONSIBILITIES:

• Educating and providing investment options based on customer's needs and wants
• Work with the agent to establish and meet marketing goals
• Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.

QUALIFICATIONS:

• Bachelor's degree in finance, economics, accounting, or a related field preferred (not required).
• Must already be fully licensed and experienced as a Registered Representative and/or Investment Advisor Representative. licenses.
• Proven experience working as a financial services representative.
• Sound knowledge of financial legislation.
• Proficiency in Microsoft Office applications.
• Strong mathematical skills.
• Excellent analytical, organizational, and problem-solving skills.
• Effective communication skills.
• Exceptional customer service skills.
• Successful track record of meeting sales goals/quotas preferred

BENEFITS:

• Salary plus commission/bonus
• Paid time off (vacation and personal/sick days)
• Health benefits
• Growth potential/Opportunity for advancement within my office

Job Tags

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