Start Your Stockbroker Journey: Open to Series 7 Professionals or Eager Learners Position Available In Broward, Florida
Tallo's Job Summary: Palm Aire Professional Services in Pompano Beach, FL is seeking full-time financial services representatives with a salary range of $70,000 to $180,000 a year. Candidates must have strong communication skills, analytical abilities, and a Series 7 Financial License or be willing to obtain one. Responsibilities include client meetings, market monitoring, and client relationship management.
Job Description
Start Your Stockbroker Journey:
Open to Series 7 Professionals or Eager Learners Palm Aire Professional Services Pompano Beach, FL Job Details Full-time $70,000 – $180,000 a year 1 day ago Qualifications Patient monitoring Customer service Stocks analysis Mid-level Series 7 Retail trading Problem-solving in negotiation Organizational skills Communication skills Full Job Description We are looking to hire financial services representative to focus primarily on connecting with clients through phone calls and persuading them to purchase our financial products and services. To excel in this role, you should be comfortable working in a sales-driven environment that relies on phone interactions to generate leads and close deals. Strong communication, analytical, and customer service skills are essential for success in this role.
Series 7 Financial License required or willingness to obtain one.
Responsibilities:
Scheduling meetings with clients to discuss their financial needs and goals. Collecting pertinent client information to provide investment options that align with clients’ financial situations. Monitoring market conditions to determine how various changes may impact taxes and client investments. Developing and sustaining long-term relationships with clients to encourage repeat business and client referrals. Interacting with potential clients to inform them of the various financial products and services on offer. Suggesting viable solutions to improve clients’ financial statuses. Developing in-depth knowledge of our financial products to advise clients accordingly.
Requirements:
Excellent analytical, organizational, and problem-solving skills. Effective communication skills. Exceptional customer service skills. Series 7 License (Required or Willing to Obtain)
Job Type:
Full-time Pay:
$70,000.00 – $180,000.00 per year
Compensation Package:
Bonus opportunities Commission pay Application Question(s): What city do you live in? Do you have experience as a salesperson? Do you feel comfortable making calls to clients? Do you have a series 7 license? Confirm your contact phone number
Work Location:
In person
