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Posted: Thursday, September 7, 2017 12:49 PM

Job Description:/h3:
Financial Services Professional: Financial Advisor career path
Retirement, Insurance, Investments and Planning : Business Markets, Individuals and Families
Were growing our firm and currently seeking qualified candidates to join our teams of financial services professionals in Jacksonville, Florida Must be a driven, entrepreneurial:minded professional who desires to be a TOP Advisor or Planner in Financial Services. Career Changers and Experienced Financial Services Professionals all thrive in our organization.
The role of a Financial Services Professional is to help people accomplish their most important financial goals more efficiently. Once a strategy has been agreed upon, your role will be to consult with clients and implement the necessary products and services. This career is not based on one:size fits all solutions but rather on a consultative approach to understanding and building relationships with clients. Unlike other careers you are not limited in income potential, marketplace, personal and financial growth, time spent and hours kept. A career as a Financial Services
Professional/Advisor offers an unbeatable potential combination of personal and professional rewards that is increasingly hard to find in a traditional business environment.
At Financial Design Associates, a MassMutual general agency, we have a unique training program for new Associates that demonstrates our experience and ongoing commitment to the growth and progress of our elite team of Financial Services Professionals. Our experienced Management team provides the most professional and client focused sales, product and business management training in the industry. Associates will build upon their knowledge of these topics, while focusing on developing client relationships and building a referral:based financial services practice.
With the assistance of our experienced managers and in:house Marketing Director, our Associates will learn to develop a pipeline of affluent clients through target markets, identify client needs, develop relationships with existing and prospective clients, review goals, prepare recommendations that align with client goals, and the business management skills needed to operate an optimal practice model.
Responsibilities:
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Developing a client base through target market development in order to meet and exceed the required performance hurdles
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Effectively sourcing prospective clients, capitalizing on referrals, assessing client needs, through collaboration, delivering MassMutual resources, and delivering customized solutions to meet client needs
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Recommending insurance, retirement, and investment products and services that are suitable for prospects and clients based on their objectives and needs.
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Seeking the expertise of our in:house specialists and joint:work partners, where appropriate, to identify solutions for clients
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Completing required training, maintaining continuing education requirements and meeting performance standards
Qualifications:
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Strong interpersonal skills with a client:centered focus
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Willingness to network in both professional and personal markets
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Driven, proven record of exceeding goals
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Sales experience, or has worked in professional or entrepreneurial setting
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State of Florida Life/Health License preferred or must obtain
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FINRA Licenses not required, but should obtain within first 6:12 months


Company Description:/h3:
About Financial Design Associates
A full:service financial services agency, Financial Design Associates provides life insurance, disability income insurance, long term care, annuities and retirement products. The agency has more than 80 financial professionals in its offices including Jacksonville, Tallahassee and Ocala Florida, Savannah, Norcross and Brunswick, Georgia and Mobile, Alabama. Weve been awarded Best Places to Work in northeast Florida by the Jacksonville Business Journal 8 years in a

Source: https://www.tiptopjob.com/jobs/71851069_job.asp?source=backpage


• Location: Jacksonville

• Post ID: 18494167 jacksonville
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