Capstone Financial, LLC · 2 hours ago
Financial Services Representative
Chesterfield, MO
Full-time
Onsite
Entry Level
1+ years expCapstone Financial, LLC is a financial services firm located in St. Louis, MO, dedicated to providing holistic and comprehensive solutions for clients. The Financial Services Representative will be responsible for offering strategic financial solutions, assisting clients with financial planning, and growing their book of business while maintaining strong client relationships.
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