- Provide financial education and to current and prospective clients; meeting prospects at community functions; responding to inquiries; developing promotions; presenting financial planning seminars
- Assesses clients financial situation by gathering information regarding investments, asset allocation, savings, tax planning, retirement planning, and estate planning; evaluating risk tolerance.
- Helping clients through insurance and other financial product sales and services to enable them meet their retirement and other financial goals.
- Assists families to develop sustainable financial strategies by guiding them to establish financial goals; matching goals to situation with appropriate financial plans.
- Helping clients' monitor their financial situation by tracking changes in wealth and life circumstances; analyzing financial plan results; identifying and evaluating new financial strategies; recommending changes in goals and plans.
- Keeping up-top-date with the financial industry through ongoing knowledge and tracking financial markets, general economic conditions, and new financial products; participating in educational opportunities; reading professional and technical publications; maintaining personal networks; participating in professional organizations.
- Accomplishes organization goals by accepting ownership for accomplishing new and different requests; exploring opportunities to add value to job accomplishments.
- Willingness to learn, and take action.
- Having entrepreneurial mindset
- Associate or college degree in business a plus but not required.
- Business knowledge
- Have strong work ethics and people skills
- Ability to maintained a discipline and focus to achieve financial goals.
All your information will be kept confidential according to EEO guidelines.
