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    • financial professional - Murrieta, CA , USA - Cetera Financial Group

    Cetera Financial Group
    Cetera Financial Group Murrieta, CA , USA

    2 months ago

    Default job background
    Description
    Motivated finance, insurance, and sales professionals are sought to fill the role of a Managed Financial Professional. This position requires a strong focus on sales and customer service, with a true people person who enjoys developing professional and mutually beneficial relationships with a wide variety of customers. The ideal candidate is self-motivated and driven to exceed expectations in all that they do.

    The Managed Financial Professional position is responsible for meeting with current and potential bank customers to help determine the best way to serve those customers' investment planning goals. Key duties include:

    * Collecting and analyzing information regarding the customer risk tolerance, long- and short-term goals, income, assets, investments, and debts; determining which products best meet the customer needs and circumstances
    * Advising the customer regarding the advantages, risks, and disadvantages of different products
    * Developing internal referral resources to identify customers
    * Identifying external prospects and expanding new client relationships
    * Identifying cross-sell opportunities, including opportunities to refer customers to other lines of bank representatives through proper customer profiling and needs-based selling
    * Understanding and complying with all aspects of bank and Cetera policies and practices, including laws and regulations governing the duties and responsibilities of product sales
    * Maintaining all necessary licenses and registrations as required
    * Successfully completing all mandatory training in a timely manner
    * Maintaining superior and courteous service to promote products and expand customer relationships
    * Exceeding customer expectations in terms of accuracy, efficiency, courtesy, and professionalism

    The ideal candidate will have:

    * FINRA Series 7, 63 (Required)
    * State Life & Health Insurance License of state where applying
    * Strong sales, marketing, and business development skills
    * 2 years of experience in finance, insurance and/or banking
    * High School Diploma or equivalent

    Nice to have:

    * FINRA Series 65, or 66, preferred

    The base annual salary for this role is $70,000, plus a competitive performance-based bonus and a generous incentive compensation package. Benefits include inclusive health, dental, vision and life insurance plans, easy access to mental health benefits, 20+ days of paid time off, paid holidays, 1 paid wellness day and 1 day of paid volunteer time off, 401(k) Savings plan with a generous company contribution, paid parental leave, Health Savings and Flexible Spending Account options, Employee Assistance Program, LifeLock, Pet Insurance and more.
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