This Job Vacancy has Expired!

Financial Planner

Posted on Feb 28, 2020 by world financial solutions

Bakersfield, CA 93301
Banking
Immediate Start
Annual Salary
Full-Time

Knowledge of the financial services is not required but will to learn is vital.
If you are someone who wants a career change with a company that provides a self-development program with a great compensation attached, then apply now.
Must be 18 or older.

Responsibilities
Sit down with new and current clients when necessary to discuss or update their current income, insurance needs, tax bracket, financial risk management and financial goals to provide them with tailored financial advice.
Anticipate and answer client questions in terms that are easy to understand, providing the client with the proper resources for supplemental information.
Make recommendations as needed on investments, financial strategies, proper cash management and insurance policies.
Review client financial accounts and plans at least three times per year to ensure current client plans accurately reflect life changes, concerns, income adjustments and any other shifts or circumstances that might impact the client's financial plans, insurance needs or investments.
Undergo continuing training and education to remain up-to-date on the latest investment plans, financial practices, financial trends and state/local/federal regulations and laws.
Remain current on the latest marketing trends and performance to make sure client plans are adequate and responsive, suggesting changes and actions as necessary.
Some benefits we provide:
Company qualified trips and events
Quarterly bonuses
Flexible Schedule
Lead generator training
Opportunity for residual income
Opportunity to promote up to broker position averaging over $100,000 in annual income Skills and Traits
What you should have:
Positive attitude
Leadership skills
Work well with others
Communication skills
Driven with a desire to increase your earnings
Integrity


About the Company
We are a growing company in the financial services industry. Our company is driven to revolutionize the financial services industry by helping ensure there is no family left behind by introducing financial concepts to the middle-income families typically overlooked by the industry. We need motivated sales reps who are seeking to maximize their work ethic and to be highly compensated for it

Reference: 852149197

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