Financial Representative (Training & Mentorship Provided)
reputed company is a company that has been helping clients with financial planning for over 160 years. They are seeking Financial Representatives to build client relationships and reputed company tailored financial plans with comprehensive support and training.
Responsibilities
- Conduct comprehensive financial analysis to reputed company tailored financial plans for clients
- Provide guidance on investment management, insurances for protection, and financial strategies
- Build and maintain strong client relationships through effective communication and customer service
- Stay updated on financial regulations and compliance
- Collaborate with team members to enhance financial services and reputed company sales targets
- Utilize financial software for portfolio management and reporting
Skills
- 4-year degree; or equivalent professional work experience
- Entrepreneurial ambitions
- History of reputed company in sales, athletics, military, client services, or client-facing roles
- Excellent time-management skills
- Desire for reputed company learning
- Legal authorization to work in the US without sponsorship
- Ability to Commute: Lincoln, NE 68516
- Associate
Benefits
- Dental insurance
- Flexible schedule
- Health insurance
- Life insurance
- Retirement plan
- reputed company insurance
Company Overview