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Financial Associate

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Salary: TBD

Job Order: 6971 CP

Posted On: 5/13/13

 

RESPONSIBILITIES
  • Provide innovative product portfolios and services, including life and health insurance, annuities, investment products and specialized financial analysis.
  • Work with members to help protect them financially in the event of death, long-term care needs, or loss of income due to a disability.
  • Assist members by helping them to achieve their financial and retirement goals by offering guidance, financial solutions and services.
  • Develop financial strategies to help members' estates pass according to their wishes ensuring their legacy lives beyond their lifetime.
 QUALIFICATIONS
  • Obtain state insurance licenses with required lines of authority (life, health & variable contracts) prior to the solicitation or sale of insurance products and obtain and maintain Series 7 and 66; Series 7, 65 and 63; or Series 6 and 63 registrations. (Cost covered by company)
  • Have a satisfactory credit/background check which includes a review of credit history, criminal history, employment and education verifications, and securities registration and/or insurance licensing verification, if applicable.
  • Outside business activity may be reviewed to ensure no conflicts of interest exist and compliance of regulatory requirements are met.
  • Bachelors’ degree or equivalent work experience required.

    COMPETENCIES
  • Strong networking and relationship skills.
  • Sales focused (previous sales and/or financial services experience not required).
  • Excellent interpersonal and communication skills.
  • Strong work ethic and commitment to success.

If your resume fits the requirements that our client company has given us, one of our recruiters will call you. If you do not receive a phone call from us, it's likely we have already identified enough candidates to fill our client's interviewing schedule. We may, however, contact you at a future date if more first interviews are requested by our client.

Unfortunately, we cannot personally contact everyone who sends us a resume due to the sheer volume of resumes we receive. We want you to know that even if we don't contact you for this position, we will keep your resume in our confidential database for future career opportunities.

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