Financial Services Representative

A Hiring Company; Sheboygan (WI); On-site; USD 37,490 - 71,920; Full time

Job summary

A financial services firm in Sheboygan, WI, seeks an Entry-Level Financial Services Representative to build relationships and provide financial planning solutions. Responsibilities include cultivating member relationships, exceeding production goals, and adhering to regulations. This full-time position offers a salary range of $37,490 to $71,920.

Qualifications

• Entry level position with a focus on financial goals and member relationship.
• Requires ability to adhere to FINRA and insurance regulations.

Responsibilities

• Cultivate strong relationships with members through the sales process.
• Provide fee-based financial planning and commissionable product solutions.
• Meet or exceed production and cross-selling goals.

Skills

Relationship Management

Financial Planning

Sales Process

Asset Management

Job description

5 days ago Be among the first 25 applicants

We seek a professional to be responsible for providing advice and solutions that effectively address the financial goals and objectives, as well as the needs and concerns, of members. The role develops long-term relationships to grow business.

Job Responsibilities:

1. Cultivate strong relationships with members by consistently using the prescribed sales process.
2. Provide fee-based financial planning, along with commissionable product solutions, and asset management to members.
3. Grow Assets under Management (AUM) by offering a breadth of financial solutions.
4. Cultivate strong working relationships and trust among credit union staff by conducting regular training, attending/participating in credit union staff meetings and functions, and sending referrals back to the credit union.
5. Effectively deliver multiple services and expertise to clients by providing professional fee-based advice, commissionable products, financial planning, and asset management.
6. Implement/leverage technology and other available investment tools and resources to provide clients an exceptional member experience on a consistent basis.
7. Meet or exceed credit union cross-selling goals as established in the credit union commitment letter.
8. Meet or exceed production goals, with an appropriate product mix.
9. Collaborate with the credit union to create and execute an annual marketing plan.
10. Pursue member feedback regarding their experience, including the process and the outcome.
11. Adhere to all FINRA and insurance rules and regulations, as well as all company policies.

Seniority level

Entry level

Employment type

Full-time

Job function

Finance and Sales

Industries

Business Content

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