Holistic Financial Advisor & Client Growth Strategist

American Savings Bank; Honolulu (HI); Sur place; USD 32 000 - 40 000; Plein temps

Résumé du poste

An established industry player is seeking a dedicated financial advisor to manage client relationships and provide tailored investment solutions. This role involves engaging with prospective customers, conducting presentations, and collaborating with branch employees to enhance the investment business. A strong emphasis on compliance and achieving sales goals is essential. Join a dynamic team that values diversity and offers a competitive compensation package, including a guaranteed annual salary and incentive programs. If you are passionate about helping clients achieve their financial goals, this opportunity is perfect for you.

Qualifications

• 3+ years of direct sales experience in securities and/or insurance.
• Excellent communication skills for effective client interactions.

Responsabilités

• Manage customer relationships and provide financial planning advice.
• Conduct presentations and track sales results for assigned leads.

Connaissances

Financial Planning

Sales Experience

Presentation Skills

Interpersonal Skills

Computer Applications

Formation

Hawaii Life and Health Licenses

SIE, 7, and 66 Securities Registrations

CFP, CLU, ChFC or equivalent designations

Outils

MS Word

Excel

PowerPoint

Description du poste

An established industry player is seeking a dedicated financial advisor to manage client relationships and provide tailored investment solutions. This role involves engaging with prospective customers, conducting presentations, and collaborating with branch employees to enhance the investment business. A strong emphasis on compliance and achieving sales goals is essential. Join a dynamic team that values diversity and offers a competitive compensation package, including a guaranteed annual salary and incentive programs. If you are passionate about helping clients achieve their financial goals, this opportunity is perfect for you.