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Strategic Financial Partners · 2 months ago

Financial Services Representative

Franklin, TN

Full-time

Onsite

Entry, Mid Level

Strategic Financial Partners is a financial advisory firm with a rich history dating back to 1933, dedicated to providing tailored financial strategies to clients. The role of Financial Services Representative involves developing client relationships, providing investment and insurance planning, and delivering personalized financial advice to meet client needs.

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

Financial planningInvestment productsInsurance productsSales abilitiesNeeds analysisState Insurance LicenseInteractive skillsEntrepreneurial mindsetOutgoingConfidentDeterminationCommitmentPrior sales experienceSecurities Industry EssentialsFINRA Series 7 & 66