Gorra Financial Group ยท 1 week ago
Financial Services Professional
Providence County, RI
Full-time
Hybrid
Mid, Senior Level
2+ years expGorra Financial Group is looking for talented individuals who seek to make a difference in the lives of others by providing financial literacy. The role focuses on building client relationships and educating clients about financial solutions, leveraging support from the team to enhance skills as a financial professional.
FinanceFinancial ServicesInsurance
Hiring Manager
Joshua I. Gorra
Responsibilities
Prospecting for clients as you build your practice through introduction-based activities
Maintaining long-term, positive relationships with your clientele
Providing education and solutions to clients
Capitalize on the education and knowledge opportunities offered by our team
Qualification
Required
Bachelor's degree in business, finance, or related field
2-5 years of experience being a financial advisor/ financial planner or IARs (Investment Advisory Representative) in the life and/or health field
Must have current FINRA Series 65 or 66 and 7 Securities Registration
Life and health license
In-depth understanding of employer, industry and federal regulations
Knowledge of mutual funds, securities, and insurance industries
Proficient in Word, Excel, Outlook, and PowerPoint
Experience providing quality financial advice
Analytical thinking skills and the ability to assess clients' needs
Excellent communication abilities, including writing, speaking and active listening
Effective sales, presentation and customer service skills
Preferred
College degree or military equivalent is preferred
Sales or entrepreneurial experience preferred but not required
65 preferred - Independent Advisor Representative
Benefits
Insurance
401k with a match
Comprehensive rewards, trips, and recognition opportunities
Full benefits package including insurance and retirement benefits
Residual income, build equity as you will own your business
Extensive training and joint work to improve financial and presentation skills
Weekly coaching to support growth of a practice for new and experienced levels
Ongoing practice advancement, continuing education, and growth opportunities
Company
Gorra Financial Group
Gorra Financial Group is a finance firm that offers investments, financial planning, and insurance services.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Joshua I. Gorra
Managing Partner
Company data provided by crunchbase