Associate Financial Representative
Core
Provide investment solutions and holistic financial advice to mass affluent investors via inbound and outbound phone calls.
Role type
Associate Financial Representative (Call Center)
Builds
Investment solutions and client service interactions
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Series 7, 63, 65 or 66 licenses, financial trading experience, tele-sales experience, telephone service skills, data input skills
Preferred skills
Bachelor's degree, Life and Health insurance experience, 2+ years direct client experience in financial services, Microsoft Office proficiency, prior financial advisor experience, call center experience
Technologies
Microsoft Office, web-based applications, PC lookup applications
Responsibilities
Conduct client reviews and deliver financial advice over the phone, execute client transactions, prepare client reports and proposals, identify new sales and asset retention opportunities, resolve advisor and client issues
Seniority
Individual Contributor