Financial Representative

Company: The Mergis Group ( Learn More )

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General Information
US-NJ-Pennington
N/A
4 Year Degree
Full-Time
At least 1 year(s)
None
False
False
Job Description

As a financial representiative, this person will be responsible for maintaining existing U.S. client relationships by providing day to day service and advice via a telephone based platform.  They will provide investment, savings, and liability management solutions to help maintain and enhance financial strategies through the utilization of  wealth management tools.  Their responsibilities will also include further deepening relationships with existing client base and partnering closely with internal team members when appropriate.

 

Additional responsibilities include identifying prospective clients and welcoming new clients to the platform.  This person will set clear client expectations to create a smooth transition and continuation of the relationship.

  • Further strengthen client relationships by anticipating needs, exceeding service expectations and following through on commitments
  • Demonstrate knowledge of investments and financial markets and apply key principles appropriately to the individual client's investment needs
  • Adapt to client preferences using a conversational style
  • Understand and proactively identify leading indicators of client attrition and mitigate
  • Align products and services where appropriate
  • Consistently identify client opportunities and engage key partners as needed
  • Ability to grasp and apply complex technical material quickly
  • Maintain a high level of personal integrity and comply with the guidelines for Business Conduct
    • Job Requirements

    Required:

    • Series 7 is required.  Series 66 (or both the 63 & 65) is strongly preferred; if 66 is not currently held, must be obtained within 120 days
    • Modules 1 & 2 of the CFP (Certified Financial Planner) prior to entering job or obtained within first 2 years of employment
    • Minimum of 1-2 years financial advisory or investment sales experience
    • Passion for excellence and willingness to work to exceed client expectations
    • Strong computer skills with an ability to multitask in a fast paced environment
    • Bachelor's degree (business related discipline strongly preferred), or 1-2 years relevant work experience

    Desired:

    • Capable of effectively operating in a team oriented and highly collaborative environment
    • Successful experience and track record achieving sales goals
    • Extraordinary interpersonal skills, a strong team orientation and resiliency
    • Ability to effectively manage workload
    • Superior client service proficiency including excellent verbal, written, and listening skills
    • Financial services industry experience
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