Associate Financial Consultant
- Pasadena, CA
What you'll be doing
- Provide a broad range of financial consulting/planning services to company'sindividual customers/participants at existing mega and large institutions ensuring asset retention and growth. Accountable for making the primary relationship (first call) for customers in need of distinctive advice, products and services related to achieving their long-term financial goals. Sale and delivery of all products and services including retail mutual funds, annuities, IRAs, 529 and 403b plans, life insurance and others. Counsel participants on their pension plans, tax deferred annuities and available investment options, recommend and facilitate new purchases and provide authoritative information upon which important personal financial planning decisions are based. Strong emphasis on customer service, sales, and retention objectives.
What your background should be
- Minimum 5 to 7 years of industry experience is required. Professional designation strongly desired: CFP, CLU, ChFC etc. Expert knowledge of financial planning concepts; including a broad knowledge of company products. Proven written, verbal and presentation skills to large audiences. Excellent communication and sales skills. Travel required. Must have valid U.S. driving license.
Required Schooling / Training
- Bachelor degree
Who is the client company
- Concern about financial services.
- If you are interested in this position, send your resume to firstname.lastname@example.org