Financial Advisor (Melville)

  • Address:Melville, NY 11747 (map)
  • Date Posted:08/31/16
  • Job Type:Full-time
  • Description:
  • Job Description:contacting clients and setting up meetings, either within an office environment or in clients' homes or business premises;conducting in-depth reviews of clients' financial circumstances, current provision and future aims;analyzing information and preparing plans best suited to individual clients' requirements;designing financial strategies;assisting clients to make informed decisions;reviewing and responding to clients changing needs and financial circumstances;promoting and selling financial products to meet given or negotiated sales targets;keeping up to date with financial products and legislation;contacting clients with news of new financial products or changes to legislation that may affect their savings and investments;cold callingclient acquisition through marketing, cold calling and networking within the Industry Qualifications:-Organized, detail-oriented and excellent time management skills-Strong sales, leadership and communication skills-Ability to work in a team based environment-Previous sales experience preferred-Relationship Building and Networking AbilitiesWe provide the mentor ship, training and the resources to help you take your business to the next level. Compensation:Highly competitive commissionsVested Residual IncomePerformance- based incentive programsCompany and industry award recognitionOffice expense reimbursementAttractive financing plans for new candidates  
Ad ID: 45818525
  • Posted by: Ad Partner | View all ads
  • Profile: Active since 08/2016
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