Finance Associate Jobs

FINANCIAL ASSOCIATE. IN THE UNITED STATES!!
MUST OBTAIN PROFESSIONAL LICENSES IN LIFE INSURANCE AND INVESTMENTS!!!
We are Highly Regulated by the Department of Insurance and the Securities Exchange Commission!!!

ROLE/DESCRIPTION
Experior Financial Group is looking for a Insurance Sales/Investment/Financial Associates. A large part of our success is due to our client solutions built with our proprietary Expert Financial Analysis software (EFA). It provides our clients with a simple easy to follow financial program offered exclusively through Experior Associates to help clients reach their financial needs and goals for retirement and more.
Experior has extensive experience in dealing with a wide range of clients. Thus, we understand that every client is different, and we design customized financial approaches fitting to our clients needs. Our team of licensed associates work diligently to ensure that client accounts are constantly updated, processed, and analyzed. Financial Associates with Experior Financial Group are trained to ensure compliance with finance regulations.
POSITION SUMMARY
As a Financial Associate at Experior Financial Group, you'll be an integral member of a team that helps clients reach their financial goals. You'll need to be professional and friendly when providing services as you assemble a plan that works for your clients. You'll offer your clients high-quality expert advice. You'll own your book of business from day one and work towards reaching promotions based on personal production while building a team.
RESPONSIBILITIES
Provide clients with a consultation to determine their current financial situation, including following through on client requests, anticipating client needs, and providing end-to-end guidance.
Based on their individualized needs analysis, the financial associate prepares recommendations for customized financial solutions to current and potential customers.
Help clients identify risk and manage it appropriately, by understanding the latest developments in the financial world and sharing with client's information that can help them make informed decisions.
" Complies with all the company's risk and regulatory standards, policies, and controls.
REQUIRED SKILLS
• You should be willing to think creatively and solve problems in a fast-paced environment.
• You should have excellent problem-solving and analytical skills, including the ability to make sound judgments based on available data and information.
• You should be willing to establish relationships with new and existing clients, gaining insights into their unique needs through conversations, establishing trusting rapport that leads to long-term business partnerships.
• You must have integrity.
• You should be caring, reliable, and have a servant attitude.
You must be a good listener and an effective communicator.
• You should be both generous and humble.
• You should be ambitious with the qualities of a teacher.
• You should be dedicated and passionate.
• You should be a visionary and a mover.
• You should possess a positive outlook and are relatable.
• You should maintain a clean and professional appearance.
• Our associates need to be self-directed, hardworking individuals. You should be a quick learner, and provide the absolute best solutions to your clients and can go to them for the most personalized and convenient service.
(This is not a salary-based position)
REACH OUT TO US TODAY AND GET STARTED WITH A NEW CAREER AT EXPERIOR FINANCIAL GROUP!