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Financial Service Advisor

C

Chrysalis4Wealth Inc.

Financial Service Advisor

Alexandria, VA
Paid
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  • Responsibilities

    Chrysalis4Wealth, Inc; is seeking an individual who is qualified professional to join our team. We seek an energetic professional who is interested in helping our business grow through remarkable customer service and value-based conversations. If you are a motivated self-starter, we want you today! It is a fun fast-paced place to work and hours are flexible. The purpose of the Financial Service Advisor is to work directly with clients to establish and grow client relationships through the following duties and responsibilities:

    DUTIES AND RESPONSIBILITIES

    • Maintain a strong work ethic with a total commitment to success each day
    • Set appointments to identify prospective client’s financial resources and needs
    • Offer expert insurance policy recommendations to generate sales
    • Provide prompt, friendly and accurate customer service
    • Develop ongoing networking relationships
    • Conduct investment research on fund companies and securities products
    • Meet with and follow-up with existing and prospective clients
    • Ask each customer for referrals and explain our referral program
    • Expand personal knowledge and skills through ongoing professional development and joint work with fellow associates
    • Provide financial solutions for clients through fact gathering and needs analysis (ie: prepare financial recommendations based on a client’s risk tolerance, financial goals and time horizon)
    • Perform special projects as assigned

    QUALIFICATIONS AND SKILLS

    • Must be 18 years of age or older
    • Minimum of (2) years of experience in a similar position
    • High school diploma or equivalent degree required
    • Market development/networking abilities
    • Excellent verbal and written communication skills
    • Proficient working knowledge of Microsoft Office Suite
    • FINRA Series 6 or FINRA Series 7 license is a plus (MUST be obtained within (90) days)
    • Life and Health Insurance License is a plus (MUST be obtained within (90) days)

     

    COMPETENCIES

    • Technical knowledge
    • Critical Thinking
    • Communication
    • Relationship Building
    • Capitalize on Opportunities
    • Persuasiveness
    • Work Quality