What are the responsibilities and job description for the Financial Representative position at Team Builder Recruiting?
Financial Representative
Mount Joy, PA
- Build trust with clients through professional competency and empathy
- Provide service, financial guidance, and product sales
- Focus and serve our clients by fostering relationships with existing Everence clients
- Acquire & maintain knowledge of all Everence products & services and refer new business opportunities accordingly
- Generate new business and the sale of new products
- Respond to referrals within your developed area of expertise
- Manage all paperwork and systems necessary to provide daily service for the assigned Everence relationships
- Lead Medicare Education Seminars
For over 75 years, Everence Financial has been helping people be good stewards of their financial resources in a way that aligns with their faith values. We seek a Financial Representative to serve clients starting their financial journey or needing assistance with life insurance, annuities, Medicare supplements, and smaller investments. This position is an excellent opportunity for someone looking to build a career in the financial services industry. As a faith-based employer, Everence Financial values our team and strives to provide a caring and human-focused work environment.
Our Ideal Financial Representative:
- Experience: A college degree in Finance or related experience in Banking, Administrative, Insurance, or Sales is preferred.
- Licensing: Must have a PA Life & Health Insurance license before starting or be willing to obtain one before the start date. Also, must Study and pass the Series 65 certification within the first three to five months of employment.
- Software/Technology Skills: Proficient with Windows-based software and Microsoft Office Suite. Experience with a CRM is helpful.
- Excellent Communication & Interpersonal Skills: Respectful, diplomatic, & professional in your interactions with others. Able to explain complex financial concepts in an easily understood manner.
- Proactive: Self-discipline and demanding of yourself; a self-starter who is energetic and enthusiastic toward phone work in a fast-paced environment.
- Problem-Solver: Not afraid to ask for help, but not helpless; takes the initiative to find answers and cultivates a continuous improvement mindset.
What we offer our Financial Representative:
- Competitive Pay – DOE
- Bonus opportunities
- Growth Opportunities
- Health, Dental, & Vision Benefits
- PTO & Paid holidays
- Generous retirement plan
- Short-Term Disability Insurance
- Life Insurance
- Profit Sharing
- Industry-specific training provided
- Paid identity theft protection provided
- Flexibility when dealing with family issues (sick child, snow days, etc.)
- A company that provides a caring, human-focused work environment
To Apply
If you have experience in Sales or Administration in the financial services industry, a background in insurance, retail banking, investment management, or business finance, or are a recent graduate with a finance degree, please submit your resume via this job ad to be considered for our Financial Representative position.
Requirements:
None
