Financial Representative

OneDigital is proud of the tight-knit community we’ve built since the day we were founded. We’re picky about the people who work for us, because as much as we are a business, we’re also a family. Even through our rapid growth, we’ve managed to preserve our unique culture. We have a simple philosophy that if you take care of your employees, they will take care of customers and the bottom line takes care of itself. With a distinctive culture, the best-in-class products and outstanding service, OneDigital has been recognized time and time again for our accomplishments within our industry as well as what we offer within our organization. Are you ready to join an already winning team and help us continue to grow for years to come? Our Newest Opportunity: Financial Representative The representative role is an integral part of a broader team that interacts with our customer base while addressing employee’s unique financial situations. Successful Representative who wish to gain financial expertise while growing professionally will assist clients with a broad range of needs including answering questions about their personal finances or guiding them to the appropriate resources. The goal remains consistent for all interactions. Help customers feel more comfortable in the plan they have in place and confident with the strategy to get there. Skills You Will Bring/Qualifications Aspiration to partner with Financial Element clients to build long-lasting relationship and financial plans. Remarkable attention to detail and ability to prioritize with an aptitude for sales to dedicatedly identify leads Organizational skills to manage multiple tasks simultaneously Help eligible participants by answering questions, providing advice and solutions to meet the financial need Proactively, strategically contact participants at key events pertaining to personal finances while maintaining integrity and reflecting company values is a necessity Make recommendations consistent with participants goals, needs, and objectives Assists with evaluating clients saving needs, investment strategy, and current portfolio holdings, Assist clients and prospects via phone calls, video conferencing, and In-Person meetings Cultivate relationships and opportunities via with plan participants and centers of influence Close new business relating to revenue generation Oversee opening new accounts, transferring accounts & maintaining appropriate account records Maintain on-going relationship with clients and provide ongoing support, services and financial consulting services. Foster solid relationships with sales teams within the RIA organization to provide a maximum value to both customers and to the Financial Elements program. Follow communication “workflows” when handling different topics and solutions Build sustainable relationships and engage customers by taking the extra mile Keep records of all conversations in our databases in a comprehensible way Frequently attend educational seminars to improve knowledge and performance level Maintaining any continuing education requirements made necessary for compliance and certifications held Meet personal/team qualitative and quantitative target Comply with all compliance policies, procedures both at the firm and regulatory level. Assist with developing, implementing & maintaining the training program for effective and efficient on-boarding of future Mentors Qualifications Will be required to demonstrate technical expertise in financial matters, must understand overall sales process for financial products and services. Previous experience in a customer support role Strong phone and verbal communication skills along with active listening Familiarity with CRM systems and practices Ability to multi-task, set priorities and manage time effectively. A bachelor’s degree (e.g., Business, Accounting, Finance, or related field) At Least two years’ experience in the financial services industry (preferred experience in sales of financial products) Must have excellent communication and organizational skills Willingness to complete the CFP a plus. Certifications such as CFP and Series 7 are desirable but not required. Series 65 is required. Solid experience as successful sales professional selling professional services is strongly desired. Knowledge of trust, investments, and other investment products. High level of energy and drive, a self-starter, enthusiastic, with the motivation to be highly successful in a relationship-selling environment. Should be a “team player” who can demonstrate tact and diplomacy as necessary; as well as the drive and aggressiveness for results when required. A strong detail orientation is a must. Should possess a professional demeanor and style to establish credibility with bank customers and potential customers, as well as to develop solid relationships throughout the organization. Thank you for your interest in joining the OneDigital team!