Requisition Number 12-11845
Type Full Time
Description This position is responsible for providing existing and prospective clients with information regarding a wide range of financial planning products and services, utilizing specialized areas of expertise to find the appropriate products and services for each client.
Determines specific customer needs and ensures that appropriate market transactions are executed. Provides advice to customers on personal investment product purchases.
Maintains a high level of profitable sales which meet or exceed agreed upon goals.
Maintains expertise with the current investment product portfolio to ensure optimum marketing potential.
Implements various business development efforts, including conducting telemarketing solicitations and sales seminars with the goal of developing relationships and generating leads.
Keeps informed of industry product trends and issues; identifies opportunities for improvement and makes recommendations to management.
Acts as a resource to licensed Investment Associates.
Keeps informed and aligns business within PSI and regulatory requirements.
Requirements College degree or equivalent experience required.
2-5 years relevant experience.
Certification/License: Series 6, 63 and life insurance licenses required. Series 7, 24, 65 and health insurance licenses required within time period specified by management.
Ability to foster and cultivate relationships with prospective and existing customers.
Excellent presentation skills to enhance the organization's image to prospective customers. Ability to communicate effectively and clearly to a broad range of existing and potential customers.
Ability to acquire and maintain changing product information for all products supported, as well as maintaining a broad knowledge of the industry and the ability to keep informed of trends and developments.
Innovation and flexibility are essential to meet the demands of an ever-changing market.
Excellent analytical skills are needed to recommend the appropriate products and services to customers.
Ability to work with a team and share knowledge and skills.
Ability to conduct business in a highly ethical manner which keeps in line with both PSI and regulatory requirements.