Financial Services Representative

Job Description

Job Description

Job Title : Financial Services Representative

Company : Integrated Financial Concepts

Are you an experienced and detail-oriented professional with a passion for helping & educating others? Integrated Financial Concepts is a nationally recognized Financial Services Firm that hires top-tier talent.

We are dedicated to establishing meaningful connections with a diverse clientele. Our Financial Representatives and Financial Advisors proudly serve a wide spectrum of individuals, including small business owners, educators, entrepreneurs, families, first responders and more.

We offer a range of tailored services, addressing specific financial needs, whether through comprehensive financial strategies or specialized focus areas such as Retirement Income Strategies, Estate Planning Strategies, Tax Planning Strategies, Risk Management & Protection Planning, Wealth & Portfolio Management, College Funding, Special Needs Planning, Planning with Charitable Intent, Business Owner Strategies, Small & Large Group Employee Benefits and more.

What sets us apart is our unwavering commitment to a holistic approach in crafting and cultivating personalized financial wellness strategies.

We genuinely care about the well-being of our clients, and our dedicated, all-encompassing method reflects this passion.

To ensure the highest quality of guidance, our team follows a rigorous process that leads to exceptional outcomes and empowers clients to pursue their financial goals with confidence.

In this role, you will be responsible for providing exceptional financial guidance, promoting our range of products and services, and building lasting relationships with clients.

To be successful, you must possess the following characteristics : Financially Driven, Coachable, Strong Verbal & Written Skills, Charismatic & Confident, Ethical and Self Motivated.

Financial Services Representative Responsibilities :

• Consult with clients to understand their financial needs and objectives, scheduling meetings for in-depth discussions.
• Gather relevant client information to tailor investment & protection recommendations that align with their financial circumstances.
• Stay informed about market conditions and assess how they may impact taxes and client investments.
• Cultivate long-term relationships with clients, fostering repeat business and client referrals.
• Proactively reach out to potential clients through cold-calling to introduce our comprehensive financial products and services.
• Provide innovative solutions to enhance clients' financial well-being.
• Develop an in-depth knowledge of our financial products to offer well-informed advice and recommendations.
• Establish connections with prominent professional networks, including accountants and attorneys.

Requirements :

• A bachelor's degree in finance, economics, accounting, business or a related field.
• Appropriate state licensure to perform financial services.
• Proficiency in Microsoft Office applications & CRM software.
• Exceptional analytical, organizational, and problem-solving abilities.
• Effective communication skills to engage with clients and team members.
• Outstanding customer service skills to ensure client satisfaction.

To offer securities and investment advisory services, candidates must become Registered Representatives and Investment Adviser Representatives of Equity Services, Inc.

ESI), Member FINRA / SIPC, 200 Schulz Drive, Ste. 125, Red Bank, NJ 07701, 848-200-7170. Integrated Financial Concepts is independent of ESI. TC137540(1123)1