Associate Financial Services Professional Position Available In Charlotte, Florida
Tallo's Job Summary: The Associate Financial Services Professional role at Precise Financial Solutions in Port Charlotte, FL involves building client relationships, offering financial products, and ensuring a top-notch customer experience. The position reports to the Founder & President and requires proficiency in Microsoft Office, strong communication skills, and a willingness to learn. The salary range is $45,000 - $75,000, with benefits including 401(k), health insurance, and paid time off.
Job Description
Associate Financial Services Professional Precise Financial Solutions Port Charlotte, FL 33952 This position is responsible for building and maintaining long-term relationships by developing and nourishing new clients and prospects. This role will partner with a more experienced advisor and on their own. One-on-one mentorship with a Lead Advisor, as well as team-based learning through weekly training to help you develop and flourish. Precise Financial Solutions Summary This role will report to the Founder & President.
Responsibilities Include:
Work various lead sources, conduct client meetings, offer and advise on product solutions that fit Clients’ financial needs Work jointly with operations teams and others to ensure the concierge Client experience Manage and foster all Client relationships in a healthy manner
Competencies:
Adaptable and highly flexible to adjust to ever-changing financial market conditions, industry standards, compliance regulations, and evolving technology. Willing to increase knowledge of products and services as the company and industry evolve. Capable of working collaboratively and respectfully with all levels of personnel in the company. Capable of working independently and in a team environment. Self-starter who has a strong work ethic and is results-driven. Able to set goals and track them. Quick problem solver, a solutions-based thinker. Excellent interpersonal and customer service skills. Excellent communication skills with the ability to build and maintain rapport and relationships with clients and colleagues. High integrity with the drive to act in the Client’s best interest in all situations.
Qualifications:
High proficiency with Microsoft Office products (i.e. Word, Excel, PowerPoint, etc.) Ability to work in a fast-paced environment with high attention to detail Superior communication skills, both oral and written; effective interpersonal skills Ability to work well independently and within a team environment Industry experience is not required but you must be willing to learn 1 -2 years of insurance (annuity and life) experience.
Salary Range:
$45,000 – $75,000 (DOI) (Bases Salary + Bonsus Incentives)
Job Type:
Full-time Pay:
$50,000.00 – $75,000.00 per year
Benefits:
401(k) 401(k) matching Dental insurance Health insurance Health savings account Paid time off Paid training Vision insurance
License/Certification:
Life License (Required) Ability to
Commute:
Port Charlotte, FL 33952 (Required) Ability to
Relocate:
Port Charlotte, FL 33952: Relocate before starting work (Required)
Work Location:
In person
