Financial Consultant

Job description

This job includes a base rate plus commissions. Total Potential Annual Earnings: $52,000 - $210,000. Interviews and profiles customers/prospects to determine investment and insurance needs, recommends appropriate products, and makes appropriate referrals to branch or to others on regional Financial Group market team. Monitors client investment performance and makes appropriate recommendations. Meets regularly with assigned branches to discuss sales ideas, referral opportunities, sales efforts, current investment climate, customer insights and results. Education and Experience: - Bachelors Degree or equivalent education and experience - Minimum 2-3 years investment and insurance sales experience required Skills and Abilities: - Thorough knowledge of investment and insurance products and applicable securities and insurance rules and regulations. - Strong communication and PC skills. - Unblemished compliance record. - Demonstrated team player and high quality service provider. Unique Job Characteristics and Requirements: NASD Series 6 and Life License. Series 7 preferred. If not Series 7 licensed, FC will be required to obtain license within 90 days. Tasks Performed: - 50% Interviews...