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Financial Specialist Sr.
6 days agoWhat's your preference?
Job Description
- Req#: R25_0000001251
Employer Industry: Financial Services
Why consider this job opportunity:
- Base salary range of $94,000 - $129,250
- Eligible for a Short-Term Incentive plan
- Opportunity for career advancement and growth within the organization
- Comprehensive benefits package, including medical, dental, vision, disability, and life insurance, as well as a 401(k) with company match
- Supportive and collaborative work environment that values individual impact
- Chance to enrich lives in the communities served
What to Expect (Job Responsibilities):
- Partner with Referral Agents and Financial Advisors to conduct insurance and financial reviews with clients
- Analyze client financial information and develop customized financial planning solutions
- Provide training and promotional programs to support Referral Agents in financial planning and sales/marketing skills
- Conduct effective seminars for clients and prospects to enhance business building
- Collaborate with internal and external partners to ensure positive client experiences
What is Required (Qualifications):
- Typically requires 7+ years of relevant experience or a combination of related experience, education, and training
- Active, or within three months must obtain, Series 6/63 or Series 65/66 or Series 7 registration
- L/H/A Producers license required
- Advanced designation(s) such as CFP, CLU, or ChFC
- Active Series 26 if coordinating activities of others
How to Stand Out (Preferred Qualifications):
- Proven experience in financial planning and analysis
- Strong understanding of insurance products and financial services
- Excellent communication and interpersonal skills
- Ability to effectively coach and consult with others
- Experience in conducting seminars or training sessions
#FinancialServices #CareerOpportunity #Insurance #FinancialPlanning #EmployeeBenefits
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