Associate Financial Representative
$67,500–$112,500 year
On-siteRichmond, Virginia, United States
Richmond, Virginia, United StatesOn-siteFull Time$67,500–$112,500 yearEntry LevelBachelors DegreeLarge
Full TimeEntry LevelBachelors DegreeLarge
Job Summary
Deliver financial advice and conduct client reviews over the phone via inbound and outbound calling activities. Handle and execute client transaction requests, prepare reports and proposals, and actively participate in training to maintain current operational policies. Provide regular feedback to management to improve advisor experience and operational efficiencies while identifying new sales and asset retention opportunities. Research and resolve advisor and client issues using excellent business judgment and communication skills within a team-based call center environment.
Required Qualifications
- Bachelor's Degree or equivalent working experience
- Series 7
- Series 63 and 65, or 66 License
- 1 years + of direct client experience within the financial services industry
- Excellent telephone service/relationship management skills
- Proficient in Microsoft Office and web based applications
- Ability to assist customers in call center environment while accessing data via multiple PC lookup applications
- Must have excellent PC and data input skills
- Prior financial trading experience
- Prior tele-sales experience
- Must have excellent communication skills
- Strong service ethic
- Previous Experience as a financial advisor
- Prior LPL trading, financial related Service Call Center experience; or other service related job experience considered
Desired Qualifications
- Life and Health
- Ability to assist customers in call center environment while accessing data via multiple PC lookup applications
- Prior financial trading experience
- Ideal candidate will have prior tele-sales experience
- Must have excellent communication skills
- Strong service ethic
- Previous Experience as a financial advisor
- Prior LPL trading, financial related Service Call Center experience; or other service related job experience considered
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