Financial Services Representative

What you'll be doing: Identify and set appointments with potential clients (without cold calling). Meet with clients to assess their financial needs. Develop a customized financial plan to address each clients outlined goals. Maintain strong relationships with clients, helping them to track their progress over time. Provide ongoing consultation and support. Prepare and deliver presentations seminars to clients and prospects for business development purposes. Market appropriate investment products, financial and wealth management services/products to clients. Insurance services and policies. Comply with all industry rules and regulations.

What your background should be: Excellent problem solving, networking, communication, interpersonal and organizational skills. Interest in investment and financial markets. Demonstrate excellent work ethic and ability to multitask. Above average communication skills Inductive reasoning. Ability and willingness to obtain proper licensing.

Who is the client company: Concern about insurance, annuities, employee benefits, banking and financial services.; If you are interested in this position, send your resume to apply@kochdavis.com