ROLE DESCRIPTION: Position is located in McDonough, GA 30252. As a with , you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency.
About the job: Build Client relationships and provide investment, retirement, and financial planning solutions tailored to individual goals. Develop new business, conduct ongoing client reviews, and deliver trusted financial guidance while meeting all regulatory and compliance requirements.
Why work here?: With nearly two decades of experience. We have a team and culture that is based on winning each day by discovering the needs of our customers and providing options to help protect their assets and income so they can accomplish their life goals.
RESPONSIBILITIES:
Educating and providing investment options based on customer's needs and wants
Work with the agent to establish and meet marketing goals
Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
QUALIFICATIONS:
Bachelor's degree in finance, economics, accounting, or a related field preferred (not required).
Preferred is to already be fully licensed and experienced as a Registered Representative and/or Investment Advisor Representative. licenses.
Proven experience working as a financial services representative.
Sound knowledge of financial legislation.
Proficiency in Microsoft Office applications.
Strong mathematical skills.
Excellent analytical, organizational, and problem-solving skills.
Effective communication skills.
Exceptional customer service skills.
Successful track record of meeting sales goals/quotas preferred
BENEFITS:
Salary plus commission/bonus
Paid time off (vacation and personal/sick days)
Health benefits
Growth potential/Opportunity for advancement within my office
Numbers & Facts
Location
McDonough, GA
Job Type
Full-time
Skills
Accountingunmatched
Analysis Skillsunmatched
Business Developmentunmatched
Calendar Managementunmatched
Communication Skillsunmatched
Customer Relationsunmatched
Customer Support/Serviceunmatched
Customer Trainingunmatched
Dental Insuranceunmatched
Economicsunmatched
Financeunmatched
Financial Planningunmatched
Financial Servicesunmatched
Health Insuranceunmatched
Lead Generationunmatched
Marketingunmatched
Mathematicsunmatched
Meet Sales Quotaunmatched
Needs Assessmentunmatched
Options Analysisunmatched
Organizational Skillsunmatched
Problem Solving Skillsunmatched
Product Marketingunmatched
Registered Investment Advisor (RIA)unmatched
Regulatory Complianceunmatched
Risk Managementunmatched
Salesunmatched
Vision Planunmatched
🎯
Be found by employers
5,500+ employers search our resume database daily. Add yours to get found by recruiters looking for candidates like you.
Level up your application
Professional resume templates
Browse dozens of recruiter approved resume templates, layouts and formats. Choose your favorite and make it your own in minutes.