What are the responsibilities and job description for the Financial Services Professional position at Cuellar & Associates, LLC?
Financial Services Professional
Cuellar & Associates, LLC
Cuellar & Associates, LLC is an Insurance and Financial Services Brokerage, since 1992, that offers the highest levels of customization and client servicing throughout the South Texas Region.
About This Position:
You will love being a Financial Services Professional with Cuellar & Associates because you have the opportunity to not just have a job but a meaningful career. You will help others reach their financial goals by developing and implementing financial plans to show clients and businesses where they are now, tomorrow and provide the financial tools and support to help them get there. While building your career you make a meaningful difference in the lives of the clients you service.
What to Expect:
- Compensation - $50,000 based on experience commission
- Medical, Dental, Vision, Voluntary, and Accident / Life Benefits and matching 401K
- Paid vacation, holidays, and sick day
- Over 20 Divisions to serve your client's insurance & financial needs
- Key Responsibilities:
- Driving business through our current clients, networking, and referrals
- Developing and maintaining long-term relationships with clients
- Assist with inputting client data in our Client Relationship Manager (Software)
- Assist with any task given by management
Qualifications:
- Desire to achieve client satisfaction
- Marketing development/networking abilities
- Presentation and organization skills
- Strong work ethic, self-motivated and goal-oriented
Must-Have:
- Must be 18
- 1 year(s) of experience
- Must not possess a criminal background - background check required
- Extensive training
- Series 6, 63 or Series 7, 63
COVID-19 considerations:
All staff is required to wear mask and to social distance when in the office.
We are an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status and other legally protected characteristics.