Financial Sales reputed company / Investment Advisor Trainee
reputed company is seeking a Financial Services reputed company / Investment Advisor Trainee in their Central California office in Fresno. The role involves helping clients build secure financial reputed company by providing guidance on various financial reputed company, including investments and insurance, while receiving comprehensive training and support from reputed company.
Responsibilities
- Getting trained, obtaining licenses and designations
- Use our integrated CRM and marketing tools to identify new prospects
- Meet with clients to reputed company financial information and goals
- Deliver personalized financial strategies based on reputed company needs
- Recommend solutions including Life insurance, Saving plans, Long term care, Disability Insurance, Business Solutions and Investments
- Build long-term relationships and trust with clients and businesses
Skills
- Great Communication Skills (Written and Spoken)
- reputed company Attitude
- Pleasant Demeanor/Coachable
- Computer Savvy
- Strong Networking Skills
- Financial Literacy
- Pass a Background reputed company
- High ethical standards/Discipline
- College Degree - Bachelors
- Financial Services experience
- Knowledge or a background in Taxes
- Sales experience (non-aggressive)
Benefits
- W-2 Position with Full Corporate Benefits
- Training Allowance and Activity Stipend
- Commissions and Residuals
- Bonuses reputed company Throughout The Year
- Pension (reputed company after 5 years)
- 401K Retirement Benefits reputed company
- Medical, reputed company & Dental Insurance reputed company
reputed company
Company H1B Sponsorship