Financial Advisor
$45,864–$45,864 year
On-siteStaten Island, New York, United States
Job Summary
Prospect and develop new client relationships through networking, referrals, and outreach. Meet with clients to assess financial goals, needs, and risk tolerance, then recommend and sell appropriate financial solutions including life insurance, annuities, and investments. Guide clients through the financial planning and sales process while maintaining ongoing relationships and building a personal book of business. Stay current on industry trends and compliance requirements, complete required training and licenses, and track performance metrics to meet sales targets. Participate in team meetings, training sessions, and mentorship programs. This role is located in Staten Island, NY, with a salary of $22.05 per hour.
Required Qualifications
- Proven sales experience or demonstrated ability to sell
- High school diploma or equivalent
- Entrepreneurial mindset and self-motivation
- Ability to build and maintain client relationships
- Willingness to prospect and develop a personal client base
- High level of integrity and professionalism
- Strong organizational and time management skills
- Ability to work independently and meet performance goals
- Basic financial knowledge or willingness to learn financial products and financial planning concepts
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