Everence Financial · 6 hours ago
Financial Consultant
Lancaster, PA
Full-time
Onsite
New Grad, Entry LevelEverence Financial is a company that provides financial services while integrating faith and finances. The Financial Consultant role involves offering financial advice to clients, maintaining product knowledge, generating new business, and building strong client relationships.
Financial ServicesInsurance
Responsibilities
Provide holistic investment, insurance, and charitable giving
Maintain a strong knowledge of Everence products
Generate new business and product sales within the designated region
Build and maintain strong client relationships through excellent customer service, regular communication, and proactive outreach
Build trust with clients through professional competence and empathy
Cultivate connections and proactively deepen relationships to drive cross-sales and new opportunities
Function effectively as part of a consultant team approach
Acquire and maintain a working knowledge of all Everence products and services
Periodically make group presentations
Achieve the required licenses and complete continuing education credits and compliance requirements as needed to maintain all licenses
Become proficient with the Customer Relationship Management (CRM) software and the OnBase software platform for workflows and file storage
Acquire and maintain a thorough working knowledge of compliance regulations
Additional duties as assigned
Possess Certified Financial Planner (CFP) designation or be willing to pursue obtaining this designation
Qualification
Required
Close attention to detail and organization
Excellent interpersonal and communication skills, both written and verbal, with a respectful, diplomatic, and professional approach in interactions with others
Ability to explain complex financial concepts in an easily understandable manner
Willingness to follow a process for uncovering needs among prospective and existing Everence clients, with the goal of personally generating new business and/or referring opportunities to other colleagues
Ability to work independently and as part of a team, working effectively with other support service team members
Proficient in Microsoft Office Suite (Word, Excel, PowerPoint, and Outlook) and able to learn multiple database programs
Self-disciplined and self-demanding; self-starter; motivated to excel; strong persuasive skills and energetic
Strong ambition and desire to generate new business, with a sales orientation
Appreciation for the mission of integrating faith and finance within a diverse community
Results-oriented, strong follow-through skills
Possess ego strength (resilience) to respond to both positive and negative outcomes
When required for compliance, willing to disclose and certify all personal investment accounts, including any accounts held by your spouse, minor children, and immediate family members living in your household
Belief in the mission of Everence and willingness to gain a solid general knowledge of Everence products and services, with respect for Christian faith and Anabaptist values
Ability to travel regionally within a 30-mile radius of the local market on a regular basis and nationally overnight as needed
Obtain appropriate licensing for the respective products if not currently licensed
Fingerprinted to open mail and handle confidential client information
Preferred
Bachelor's degree or higher preferred; willingness to pursue additional designations
Administrative or sales experience, preferably in the financial services industry
A background in teaching, fundraising, or sales is beneficial
Bilingual skills are a plus that helps Everence better serve our diverse clients, but they are not a requirement
Possess Certified Financial Planner (CFP) designation or be willing to pursue obtaining this designation
Company
Everence Financial
About us Everence® aims to help individuals, organizations, and churches experience financial well-being, discover pathways to opportunity, foster mutual aid and generosity, incorporate faith and values into financial and insurance solutions, and care for God’s creation through sustainable practices and offerings.
Founded in 1945
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Chad Horning, CFA
Chief Investment Officer, SVP
Recent News
Investor's Business Daily
2024-11-15
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