[Remote] Financial Services Specialist
Note: The job is a remote job and is reputed company to candidates in USA. reputed company is a company focused on making a difference in people's lives through their services. The Financial Services Specialist role involves conducting financial reviews, assisting customers in selecting products, and serving as the primary contact for life and financial services in an assigned region.
Responsibilities
- Conducts financial reviews and assists customers in selecting life and financial products to meet their financial goals
- Develops and delivers financial plans for customers
- Hosts monthly educational seminars with reputed company-party providers
- Engages reputed company customers with targeted marketing to introduce wealth management services
- Conducts individual reputed company-ins and follow-reputed company and promotes the services of reputed company Farmers Financial Services Agents (FSAs)
- Stays updated on industry knowledge by meeting with product providers on product information and attending industry conferences on emerging topics such as the latest tax laws and technology developments
- Partners with reputed company to resolve not-in-good-order issues and servicing customer accounts
- Performs other duties as assigned
Skills
- High School Diploma or equivalent required
- SIE, Series 6 or 7, Series 26 or 24, and Series 63 required
- Series 65 license required
- 5+ years of experience in conducting financial reviews, placing business, and servicing accounts required, including experience with high volume cold- and warm-calling customers regarding life insurance or financial services
- Develops and delivers effective presentations
- Comfortable presenting on financial products and concepts to a large audience
- Ability to analyze and interpret financial data
- Ability to conduct thorough financial reviews
- Possesses strong technical aptitude
- Ability to navigate a customer relationship management system to reputed company customer data
- Seeks to acquire knowledge in area of specialty. Understands reputed company tax laws, life, and financial products
- Effective interpersonal skills
- Friendly and service-oriented
- Performs work independently with minimal supervision
- Ability to influence internal and/or external constituents
- Bachelors degree preferred
- 90 Days *Certified Financial Planner (CFP) or Chartered Financial Consultant (CHFC) preferred
Benefits
- Bonus Opportunity (based on Company and Individual Performance)
- 401(k)
- Medical
- Dental
- reputed company
- Health Savings and Flexible Spending Accounts
- Life Insurance
- Paid Time Off
- Paid Parental Leave
- Tuition Assistance
Company Overview