Associate Staffing · 1 day ago
Financial Service Associate – FINRA Sponsorship – DSM
Des Moines, IA
Contract
Onsite
Entry Level
$20/hr - $20/hr
2+ years expAssociate Staffing is a Fortune 500 financial services corporation that specializes in investment, insurance, and retirement solutions. They are seeking a Financial Service Associate to provide benefit event education, assist customers with investment needs, and uncover retail customer requirements.
Staffing & Recruiting
Responsibilities
Provide benefit event education to former participants, those in the Personal Retirement Account or those approaching a benefit event. This will include the retention of assets and offering additional product solutions to our customers
Educate and assist existing and perspective customers who are interested in engaging with the company for their individual investment and risk-based needs. This may include facilitation of any requested transaction or introduce them, when appropriate to another team
Assist in uncovering current or potential retail customer needs
Perform other job-related duties and projects as needed
Qualification
Required
Bachelor's degree or equivalent plus 2+ years' experience, preferably in the financial services industry
Excellent verbal and written communication skills and the ability to establish trust and rapport easily with customers over the phone
Proficiency with computer desktop technology and digital communication mediums
Detailed knowledge and expertise involving retail investments products as well as employer sponsored retirement plans
Self-driven and able to make decisions that are in the best interest of our customers. This includes possessing a heartfelt passion to hold and manage relationships with customers and members of their household
Ability to work independently, be a self-starter, and demonstrate confidence in decisions
Drive to constantly improve the customer experience working in a collaborative team-based culture
Strong efficiency with time management and organizational skills
Committed to holding yourself to a high degree of integrity while building and sustaining strong positive relationships with colleagues
Company
Associate Staffing
Associate Staffing is a professional staffing firm providing top technology and financial talent to Fortune 500, 1000, and mid-market firms nationwide.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Michael Norton
Chief Executive Officer
James Brickey
Under contract working onsite at Wells Fargo in ECMO
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