Financial Representative Trainee - Albany
1 day ago
Job description
As a Financial Representative you will build long-lasting relationships, offer guidance while providing solutions to help clients meet their financial goals and objectives.
Financial Representatives are supported by an onboarding process, continuous training programs, mentoring and unlimited access to resources to assist their clients.
Financial Representatives are also supported by a network of specialists who together provide guidance on:Comprehensive Financial Planning
Asset & Income Protection
Personal Planning Analysis/ Business Needs Analysis
Education Funding
Investment & Advisory Services
Trust Services/Estate Analysis
Retirement Solutions/Employee & Executive Benefits
About the Role
Responsibilities include offering a personalized/need based approach to providing customized solutions tailored to each client's long term financial goals and objectives.
ResponsibilitiesManaging financial risk and achieving financial security in the areas but not limited to; life insurance, disability insurance, long-term care insurance, annuities and investments.
Create a referral-based practice to build your clientele.Qualifications
4 Year Bachelor's Degree
Required Skills
Strong interpersonal and networking skills
Self-starter, go-getter mentality, ability to overcome adversity
History of high achievement demonstrated by rapid growth and consistent, measurable results
Ability to develop lasting, meaningful relationships as well as influence others
Preferred Skills
1 years of sales experience
Entrepreneurial mindset
Strong preference towards professionalism and development
Benefits:
401(k)
401(k) matching
Dental insurance
Financial planning services
Health insurance
Life insurance
Professional development assistance
Retirement plan
Vision insurance
Equal Opportunity Statement
We are committed to diversity and inclusivity.
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