What are the responsibilities and job description for the Financial Services Representative position at Strategic Financial Partners?
Begin a career with support and flexibility. Strategic Financial Partners has an opportunity available for Financial Services Representatives (entry-level and experienced) in Tennessee, Alabama, and Arkansas.
Compensation:$40,000 - $65,000 yearly
Responsibilities:- Prepare recommendations based on individualized needs analysis to meet the needs of customers, while keeping their best interests in mind.
- Deliver a diversified set of investment and insurance advice-based solutions with a financial planning mindset to meet the individualized investment needs of clients.
- Provide sound financial services by advising clients on the advantages and drawbacks of different products in accordance with their individual needs.
- Meet or surpass established sales goals while meeting individual client needs and complying with company policies and regulations.
- Provide first-class customer service during each customer interaction through a complete understanding of the sales process, licensing requirements and policies.
Attributes of who we are seeking:
- Excellent interactive skills and sales abilities
- Firm belief in financial products and solutions
- Demonstrates determination and commitment
- Has an enterprising mindset
- Presents one’s self as outgoing and confident
Bonus Attributes: (not required)
- Prior sales experience
- Solid understanding of investment and insurance products
- Solid understanding of the financial planning process and needs analysis
- State Insurance License – Life and Health
- Securities Industry Essentials (SIE)
- FINRA Series 7 & 66 registrations
The local roots of our firm date back to 1933. Committed to providing excellence in customer service and quality of financial advisement, the company realized that the financial marketplace was consistently changing and evolving. With a solid foundation and an intense commitment to its clients, the firm evolved into Strategic Financial Partners. Today, Strategic Financial Partners is home to a formidable collection of industry professionals offering services from its headquarters office in Memphis, as well as throughout the Southeast. Over the past 80 years, Strategic Financial Partners has continued to evolve with the ever-changing financial marketplace. Throughout it all, we stand firm to our commitment to helping individuals, families, business owners and professionals develop expertly tailored financial strategies. We provide the experience you need to confidently use investment and insurance products to create, preserve and distribute your wealth.
Salary : $40,000 - $65,000