Experior Financial Group · 4 hours ago

Financial Services Professional (Life- A&S- Annuities) Builders Welcome

United States

Full-time

Remote

Entry Level

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ConsultingFinancial Services

Growth Opportunities

Hiring Manager

Michael J.S. Hunter

Insider Connection @Experior Financial Group

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Responsibilities

Provide clients with a consultation to determine their current financial situation, including following through on client requests, anticipating client needs, and providing end-to-end guidance.

Based on their individualized needs analysis, the financial associate prepares recommendations for customized financial solutions to current and potential customers.

Help clients identify risk and manage it appropriately, by understanding the latest developments in the financial world and sharing with client’s information that can help them make informed decisions.

Complies with all the company's risk and regulatory standards, policies, and controls.

Qualification

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Client relationship managementServant attitudeVisionary thinkingPositive outlook

Required

You can think creatively and solve problems in a fast-paced environment.

You have excellent problem-solving and analytical skills, including the ability to make sound judgments based on available data and information.

You establish relationships with new and existing clients, gaining insights into their unique needs through conversations, establishing trusting rapport that leads to long-term business partnerships.

You must have integrity.

You are caring, reliable, and have a servant attitude.

You are a listener and an effective communicator.

You are both generous and humble.

You are ambitious with the qualities of a teacher.

You are dedicated and passionate.

You are a visionary and a mover.

You possess a positive outlook and are relatable.

You maintain a clean and professional appearance.

You have reliable transportation.

You are looking for a fresh start with a company that makes a REAL difference.

Our associates need to be self-directed, hardworking individuals.