FINANCIAL ADVISOR
Company: Direct Staffing Inc
Location: Davenport
Posted on: February 25, 2021
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Job Description:
We are seeking a local professional to join our team as an
additional Financial Advisor. Job Responsibilities: Serve Your
Clients: 1. Cultivate strong relationships with members by
consistently using the prescribed sales process. 2. Cultivate
strong working relationships and trust among credit union staff by
conducting regular staff training, attendance/participation at
credit union staff meetings and functions and sending referrals
back to the Credit Union.-- 3. Meet or exceed credit union
cross-selling goals as established in the credit union commitment
letter. 4. Present a professional image in all interactions both
personally and professionally. 5. Consistently and effectively
utilize all tools, technology, and resources as prescribed by our
Brokerage Services, Inc., and the Credit Union. 6. Adhere to all
FINRA and insurance rules and regulations, as well as to all
company policies.-- 7. Follow established policies and procedures
of ethical market conduct. Conduct business according to high
standards of honesty, fairness, and integrity and render service to
customers which in the same circumstance we would demand for
ourselves.-- Grow Your Business: 8. Meet or exceed individual
production goals - with an appropriate product mix.-- 9.
Continually strive to grow business via Lobby Days, seminars and
workshops, execution on system of referrals, segmentation of book
of business, etc. 10. In collaboration with the Credit Union,
create and execute on an annual Marketing Plan. Other: 11. Attend
and participate in our meetings, virtual and face to face, as
scheduled. 12. Other duties as assigned. Job Requirements: 1.
Bachelor's degree in Business, Finance, Insurance or equivalent
trade-off in professional work experience. 2. Minimum of three (3)
years of successful financial services sales experience with
verifiable commission history of at least-- 3. Demonstrated ability
to effectively build business relationships with diverse clients.
4. Demonstrated ability to translate complex information, create
and deliver an effective message scaled to the appropriate-- 5.
Life/Health License(s) 6. Series 7, 63/65 and/or 66 Licenses. 7.
LUTCF, CLU, ChFC or CFP designation preferred. CANDIDATE DETAILS 5+
to 7 years experience Minimum Education - Bachelor's Degree SKILLS
AND CERTIFICATIONS Must have Series 7-- Must have previous
production background-- Selling Securities-- Selling Insurance--
IDEAL CANDIDATE Team player who is motivated to work with two other
Advisors within this setting. We have an FA going on maternity
leave, so we can use the additional support covering a current book
of business and expect some will be given to the incoming
candidate. IDEAL CANDIDATE SHOULD HAVE WORKED FOR THE FOLLOWING
COMPANY(IES): Open to bakcground and companies. Banking background
could be helpful. WHY WE'RE A GREAT COMPANY Great benefits, great
support, admin support, support of the market their members, great
client base, and solid track of production success by all previous
advisors. Additional Information All your information will be kept
confidential according to EEO guidelines.
Direct Staffing Inc
Keywords: Direct Staffing Inc, Fargo , FINANCIAL ADVISOR, Accounting, Auditing , Davenport, North Dakota
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