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Heckman Financial and Insurance Services
Advisor Service Specialist
Career Insights for Personal Financial Advisor (General)
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Based on California data
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What they do
A Personal Financial Advisor advises clients on financial plans and investment strategies. Discusses the client's financial objectives, researches and recommends investment options, advises on tax strategies, monitors client accounts. May be licensed to buy and sell financial products such as stocks and bonds.
$107,221 / year median in California
+5% projected growth
Job Description
Advisor Service Specialist Heckman Financial and Insurance Services San Jose, CA Job Details 8 hours ago Qualifications Customer communication Financial sales Microsoft Outlook Medicare Math Health insurance sales Life insurance sales Insurance sales Life & Health Insurance License Full Job Description Are you looking to expand your career and be part of a successful team? Are you driven, self-motivated and customer-focused? If you enjoy working closely with clients, developing long-term relationships, constantly challenging yourself, and providing superior customer service and expertise, then we would like to talk to you! Our well-established and growing financial firm in San Jose, California, is seeking to add a Medicare Advisor to our Team! This Advisor will have the opportunity to meet one-on-one with company leads from seminars and referrals, as well as existing clients. The ideal candidate for this role will be someone who enjoys building relationships and knows how to follow through with sales opportunities while providing superior client service, always putting clients first. Initial duties include working alongside the Financial Advisor, servicing existing clients and making active outbound calls to set appointments with prospects. Minimum Requirements College degree preferred 2 + years of health insurance experience with an emphasis on sales Life and Health Licensed Strong organizational, prioritization, interpersonal and management skills Strong mathematical and analytical skills Excellent communications skills, both verbal and written Proficient with MS Office Suite (Outlook, Excel, Word and PowerPoint) Experience with Redtail/CRM preferred, but not required