Financial Representative - Sand Springs, OK

Only for registered members Sand Springs, OK, United States

2 weeks ago

Default job background

Job summary

The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals.

Responsibilities

  • Work with current or new members to provide them information about the financial services their families could utilize
  • Networking with individuals throughout the community
  • Continuously prospecting in order to secure appointments
  • Participating in mentor-lead appointments
  • Asking customers for favorable introductions
  • Engaging in personal observation through the community

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