Experience Financial Professional
Salary undisclosed
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Are you a motivated financial professional looking to make a meaningful impact?
What You’ll Do:
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What You’ll Do:
- Qualify Leads – Connect with potential clients via phone or email, guiding them through their financial journey
- Manage Accounts – Stay in touch with clients, offer support, and build brand awareness through education and referrals
- Client Support – Be the go-to person for client inquiries and suggest tailored financial solutions
- Analyze Financial Data – Use client insights to craft personalized strategies that help them achieve their goals
- Experience with sales techniques and CRM software
- Familiarity with financial markets and MS Excel
- Strong relationship-building skills
- Unlimited earning potential, plus bonuses and incentives
- 401k with 6% match
- Health, dental, vision, and life/disability insurance
- Flexible work schedule and advancement opportunities
- National recognition programs and business trips
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