Capstone Financial, LLC · 1 day ago
Financial Services Representative
Chesterfield, MO
Full-time
Onsite
Entry Level
1+ years expSynergy Wealth Solutions is a financial services firm that provides holistic and comprehensive solutions to help clients leave a lasting legacy. The Financial Services Representative will be responsible for providing strategic financial solutions, helping clients with financial planning, retirement planning, and investments, while also growing their book of business.
Asset ManagementFinanceFinancial ServicesInsuranceLife InsuranceRisk ManagementWealth Management
Responsibilities
Sell planning and protection insurance products with the opportunity to sell products related to asset and investment management
Maintain a continuous networking and marketing effort by promoting your services and building your professional network through marketing, social media, and other outreach efforts
Compound network growth through new business development strategies using outreach campaigns, referrals, and industry events
Complete licensing for advanced market planning
1+ as a licensed financial services representative with a minimum active LAH (life, accident, health) license
Deep interest in building advisory plans for your clients
Interest in becoming a financial planner, and even more, a fee-based financial planner (to be discussed)
Genuine interest in how life insurance, wealth management and annuities can be used as a retirement vehicle
You are analytical, driven, and possess the grit needed to be successful in a sales role
Qualification
Required
Excellent analytical and problem-solving skills
Effective communication and interpersonal skills
Ability to build and maintain authentic, client relationships
Life/Health Insurance, Series 7, Series 66 licensed within 12 months
1+ as a licensed financial services representative with a minimum active LAH (life, accident, health) license
Deep interest in building advisory plans for your clients
Interest in becoming a financial planner, and even more, a fee-based financial planner (to be discussed)
Genuine interest in how life insurance, wealth management and annuities can be used as a retirement vehicle
You are analytical, driven, and possess the grit needed to be successful in a sales role
Company
Capstone Financial, LLC
By providing objective advice and creating comprehensive plans, Capstone Financial is a premier, single-source wealth management firm in Atlanta.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Jason Huggins, CLF®
Chief Executive Officer
Michael Dugas
Assistant to the Chief Compliance Officer
Company data provided by crunchbase