Financial Representative - Sand Springs, OK
2 weeks ago

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
Job description
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