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Financial Consultant
We are currently recruiting a Financial Consultant for an outstanding company that has a reputation of being a strong community advocate, here in Lloydminster, AB. Base pay is determined by commission with bonuses.
JOB DESCRIPTION
Opportunity to build a thriving practice, and have access to world-class products and services and make a difference for your clients, your community and yourself.
RESPONSIBILITIES
Advise clients on financial, insurance and mortgage products and services.
Develop a customized plans and strategy for clients to build and manage their financial wealth and security.
Provide clients with ongoing personalized service.
Network and pursue new clients and business opportunities.
JOB REQUIREMENTS
Proven track record of success in your field
Excellent communication skills
Desire to grow your own business
Self-starter
Experience in a customer service or a sales environment is an asset, but mandatory.
Experience in marketing and prospecting a plus.
BENEFITS
Provided with tools needed to grow a successful financial practice and the benefits that go along with that success include:
Exceptional income potential
Rewards and Recognition Program, including travel opportunities
Flexibility and independence
Mentorship and support
Marketing Support
Client Services Support
Industry-leading training in all aspects of your business
Support of community involvement including Matching gift and Volunteer program
An entrepreneurial environment
Control over your own success
Opportunity for a higher quarterly income for new, qualified financial advisors in their first two years.
Essential Skills
- Reading text
- Document use
- Numeracy
- Writing
- Oral communication
- Working with others
- Problem solving
- Decision making
- Critical thinking
- Job task planning and organizing
- Finding information
- Computer use
- Continuous learning
- Significant use of memory
Credentials (certificates, licences, memberships, courses, etc.)
- Not required