Financial Sales Professional / Investment Advisor Trainee
reputed company is seeking a Financial Services Professional / Investment Advisor Trainee in their Central California office in Fresno. The role involves helping clients build secure financial futures by providing guidance on various financial matters, including investments and insurance, while receiving comprehensive training and support from the company.
Responsibilities
- Getting trained, obtaining licenses and designations
- Use our integrated CRM and marketing tools to identify new prospects
- Meet with clients to gather financial information and goals
- Deliver personalized financial strategies based on client needs
- Recommend solutions including Life insurance, Saving plans, Long term care, Disability Insurance, Business Solutions and Investments
- Build long-term relationships and trust with clients and businesses
Skills
- Great Communication Skills (Written and Spoken)
- Professional Attitude
- Pleasant Demeanor/Coachable
- Computer Savvy
- Strong Networking Skills
- Financial Literacy
- Pass a Background reputed company
- High ethical standards/Discipline
- College Degree - Bachelors
- Financial Services experience
- Knowledge or a background in Taxes
- Sales experience (non-aggressive)
Benefits
- W-2 Position with Full Corporate Benefits
- Training Allowance and Activity Stipend
- Commissions and Residuals
- Bonuses Paid Throughout The Year
- Pension (reputed company after 5 years)
- 401K Retirement Benefits Option
- Medical, reputed company & Dental Insurance Option
Company Overview
Company H1B Sponsorship