We are seeking a Financial Consultant!
As a Financial Consultant, your primary responsibility is to help clients make informed decisions about their financial needs.
You will work with individuals and businesses to evaluate their financial situation and recommend appropriate products and services to meet their goals and objectives.
We offer a world class comprehensive training program and a competitive compensation package.
Responsibilities :
Conducting financial assessments : You will meet with clients to evaluate their current financial situation and determine their long-term goals.
You will then use this information to develop a customized financial plan that meets their needs.
Recommending products and services : Based on the client's goals and financial situation, you will recommend appropriate financial and insurance products, such as life insurance, disability insurance, annuities, and mutual funds.
Building and maintaining relationships : You will develop and maintain long-term relationships with clients by providing ongoing financial advice and support.
Prospecting and lead generation : You will identify and develop new business opportunities by prospecting, networking, and leveraging your personal and professional networks.
Meeting sales goals : You will be responsible for meeting individual and team sales goals and revenue targets.
Continuing education : You will stay up-to-date on industry trends, products, and services by attending training and continuing education courses.
Qualifications :
To be successful in this role you should have :
- Excellent communication and interpersonal skills
- A strong work ethic
- A passion for helping others achieve their financial goals
- You should also have a solid understanding of financial and insurance products and services (a bonus, not required)
Requirements
- To be successful in this role you should have : -Excellent communication and interpersonal skills (Customer Service experience a plus)-A strong work ethic-A passion for helping others achieve their financial goals-You should also have a solid understanding of financial and insurance products and services (a bonus, not required-
SR Financial Functional Consultant - Workday Success Plans - Spend Management
Our Consultants have a deep understanding of Workday Financials applications. Ability to certify in other Workday Financials functional areas and to deploy the solution. ...
Financial Consultant
Simple Solutions Financial Services is seeking independent, motivated, career-minded individuals to join our Mortgage Protection team. Research: 4-5 hours per week: digging into the information the client provided in order to customize options to meet their financial need in the case of a death or d...
Sr. Financial Functional Consultant - Workday Adaptive Planning - Workday Success Plans
Experience with data integration between Workday Adaptive Planning and Workday Financials and/or other financial systems. Our team of professionals have a broad and deep understanding of Workday Financials & Adaptive Planning. Proficiency in creating and managing budgets, forecasts, and financial mo...
Financial Consultant
As a Financial Consultant, your primary responsibility is to help clients make informed decisions about their financial needs. We are seeking a Financial Consultant!. Conducting financial assessments: You will meet with clients to evaluate their current financial situation and determine their long-t...
Financial Consultant
As a Financial Consultant, your primary responsibility is to help clients make informed decisions about their financial needs. We are seeking a Financial Consultant!. Conducting financial assessments: You will meet with clients to evaluate their current financial situation and determine their long-t...
Financial Consultant
Simple Solutions Financial Services is seeking independent, motivated, career-minded individuals to join our Mortgage Protection team. Research: 4-5 hours per week: digging into the information the client provided in order to customize options to meet their financial need in the case of a death or d...
Customer Service Representative (Loan Consultant II)
At Lendmark Financial Services, we believe the success of our company is specifically attributable to the quality of our employees and their commitment to our customers. Lendmark Financial Services offers a comprehensive benefits package for employees and dependents that includes medical, dental, vi...
Senior Financial Functional Consultant - Advisory Workday Success Plans
We are seeking people who love to help customers overcome Financial technology challenges and who feel rewarded by driving high levels of customer satisfaction. Certified or ability to certify in Workday Financials Products and effectively deploy the solution. Demonstrates an understanding of Financ...
Customer Service Representative (Loan Consultant II)
The role of Loan Consultant II is to provide exceptional customer experience while providing personal loan solutions. ...
Assessment Data Analysts
Develop and implement data analyses, data collection systems, and other strategies that optimize statistical efficiency, security and data quality in the Pre-Clerkship or Clerkship years as assigned. Escalate issues identified with data and reports to Lead Data Analyst. Provide technical expertise o...