Experienced Financial Services Representative

Where

San Diego, CA

What you'll be doing

An Experienced Financial Services Representative (EXP) is an individual or an entity that is entrusted with the task of providing advice or counsel in order to aid the process of investment and asset management. The role has grown with todays current environment. Previously focused solely on investments, the role has evolved to understanding and dealing with insurance products and retirement planning. Develop and cultivate your own client base / prospect and service clients business. Consistently meet or exceed Company production objectives by persistently achieving the needs of the client. Market and sell appropriate products, including life insurance, disability insurance, long-term care insurance, annuities, and other investments. Comply with all industry rules and regulations. Ability to utilize data, market trends, and industry knowledge to develop and implement a personal business and marketing strategy for new and existing client relationships. Meet clients inside and outside of the office to establish client needs and recommend appropriate strategies. Analyze, prepare and deliver presentations and seminars to clients and prospects for business development purposes. Responsible for the appropriateness of all products sold to customers. Demonstrate outstanding client service and support by continuing to assist current clients achieve their changing financial objectives attend financial advisor meetings and continuing education sessions to stay current about products, services and policies. Attend firm meetings and required training sessions.

What your background should be

Must demonstrate business ethics, honesty and integrity, confidence, logical analysis, power of communication and reputation. Strong influencing and interpersonal skills. Customer service focused. Demonstrated ability to balance working autonomously with contributing to the teams or firms objectives. Ability to learn and adhere to compliance regulations and all policies and procedures in regards to the sale and service of all company products. Knowledge of prospecting and selling processes, and the ability to manage the delivery of these systems. Ability to manage own performance effectively; ability to adjust schedule in order to response to ambiguity and obstacles to respond to opportunities. Ability to incorporate lessons learned to anticipate and plan for future challenges/opportunities. Must have a track record of successful work experience in sales for a financial service firm. Prop includes life insurance, annuity, DI, managed accounts / fees and individual P&C. Excellent written and oral communication skills. Must be a US Citizen or permanent resident.

Required Schooling / Training

Not Specified

Who is the client company

A leading provider of insurance and other financial services to individual and institutional customers.

If you are interested in this position, send your resume to apply@kochdavis.com