The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals.

• They should be comfortable creating financial plans and cross-checking work to ensure the complete accuracy of information.
• Market analysis
• Identify new opportunitiesIdentifying and pursuing potential clients to maintain a strong client base
• Meeting individually with clients to determine their financial objectives, risk tolerance, income, expenses and assets
• Assess customers needs and provide assistance and information on product features
• Offering strategic advice on products and services, such as investments, insurance coverage and debt management tools
• Ensure high levels of customer satisfaction through excellent sales service
• Remain knowledgeable on products offered and discuss available options
• Follow and achieve sales goals on a monthly, quarterly and yearly basis
• Go the extra mile to drive sales