Financial Specialist – Entry Level
UET Lahore
full-time
Posted on:
Location Type: Hybrid
Location: Sunset Hills • Montana • 🇺🇸 United States
Visit company websiteSalary
💰 $65,000 - $85,000 per year
Job Level
Entry Level
About the role
- Engage with clients to understand their financial goals, aspirations, and concerns
- Develop comprehensive financial plans that include investments, insurance, and retirement
- Recommend and implement insurance strategies to protect clients' assets and income
- Monitor clients' financial plans and provide regular updates
- Build and maintain a network of clients through referrals, community involvement, and professional associations
Requirements
- Previous experience in financial services, insurance or business development is not required
- Strong interpersonal and communication skills
- Analytical thinking
- Ability to build trust and rapport with clients
- Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available)
Benefits
- 401(k)
- Bonus based on performance
- Company parties
- Dental insurance
- Flexible schedule
- Health insurance
- Opportunity for advancement
- Training & development
- Vision insurance
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Soft skills
interpersonal skillscommunication skillsanalytical thinkingtrust buildingrapport building
Certifications
Series 6Series 63state insurance licenses