Strategic Financial Partners · 2 months ago
Financial Services Representative
Memphis, TN
Full-time
Onsite
Entry, Mid LevelStrategic Financial Partners is a firm committed to providing excellence in customer service and quality financial advisement. As a Financial Services Representative, you will develop a book of business and provide personalized investment solutions to clients, supported by a network of experienced advisors.
Hiring Manager
Ben Moore
Responsibilities
Prepare recommendations based on individualized needs analysis to meet the needs of customers, while keeping their best interests in mind
Deliver a diversified set of investment and insurance advice-based solutions with a financial planning mindset to meet the individualized investment needs of clients
Provide sound financial services by advising clients on the advantages and drawbacks of different products in accordance with their individual needs
Meet or surpass established sales goals while meeting individual client needs and complying with company policies and regulations
Provide first class customer service during each customer interaction through a complete understanding of the sales process, licensing requirements and policies
Qualification
Required
excellent interactive skills and sales abilities
firm belief in financial products and solutions
demonstrates determination and commitment
has an entrepreneurial mindset
presents one's self as outgoing and confident
Preferred
prior sales experience
solid understanding of investment and insurance products
solid understanding of the financial planning process and needs analysis
state Insurance License – Life and Health
Securities Industry Essentials (SIE)
FINRA Series 7 & 66 registrations
Benefits
Access to continuing education to develop your skills in an ever-evolving industry
Practice Management & Development
Team Opportunities
Support
Freedom
Company
Strategic Financial Partners
Strategic Financial Partners helps individuals, families, business owners and professionals develop expertly-tailored financial strategies.
Founded in 2006
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Eric S. Bubrig, JD, MBA
Chief Operating Officer
Robert Buckley
Vice President of Sales and Financial Advisor with Strategic Financial Partners
Company data provided by crunchbase