Financial Consultant
Top Flight Finance
Spokane, washington
Job Details
Part-time
Full Job Description
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-