Client financial services agent assisting member needs via personalized support and service. Promote investment and financing products while ensuring client satisfaction and business relationship management.
About the role
- Financial Advisor providing consulting services to members and non-members via calls and video meetings. Focus on promoting NFIS products and strategies to achieve financial goals.
Responsibilities
- Provide financial consulting services to assist members and non-members with identifying their financial goals and objectives via telephone or video meeting
- Act as a catalyst for the promotion and growth of NFIS products and services
- Recommend appropriate mixture(s) of insurance/investment products and services to achieve the financial client’s goals as a registered representative/advisor/agent of Navy Federal Investment Services (NFIS) and subsidiaries, or incumbent financial firms
- Manage smaller dollar volume account size and less complex investment needs
- Partners with and refers advanced financial planning needs to NFIS Financial Advisors when needed
Requirements
- Proven ability to prospect and grow an established book of business
- Ability to generate GDC based on defined thresholds within a specified period of time
- FINRA Series 7 and combination of NASAA Series 63/65 or 66 registration required. Life & Health Insurance License preferred (or the ability to obtain within 90 days of hire)
- Effective analytical, decision-making, problem-solving and organizational skills
- Effective interpersonal, verbal, and written communications skills
- Effective planning, organizational, time management and problem-solving skills
- Effective skill building relationships through rapport, trust, diplomacy, and tact
- Effective skill exercising initiative and using good judgment to make sound decisions
- Effective skill presenting findings, conclusions, alternatives, and information clearly and concisely
- Effective skill to influence, negotiate and persuade to reach agreeable exchange and positive outcomes
- Ability to obtain appointment by the sponsoring insurance company, broker-dealer and/or Registered Investment Advisory Firm
- Experience in business development to include market strategy, product demonstration and promoting products and services
- Experience consulting with customers to assess their financial status and identify investment needs
- Effective knowledge of investment and insurance products
- Effective knowledge, to interpret industry-related laws and government regulations
- Proficiency with PCs and spreadsheet, database, word processing applications, CRMs and financial analysis software
- Understanding of economic and accounting principles, practices, financial markets, banking, analysis, and reporting of financial data
- Desired: Bachelor’s degree in Business Administration, Finance or Management or related discipline or related professional experience
- Desired: Knowledge of Navy Federal/NFFG organization, programs, policies and procedures
- Desired: Desire to pursue relevant financial services designation
Benefits
- Highly competitive pay
- Generous benefits and perks
- Health insurance
- Paid time off and flexible working hours
Job title
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Personal Finance Advisor developing relationships with clients to advise on financial strategies. Managing client satisfaction and staying informed on market trends.
PESSOA ANALISTA PLANEJAMENTO FINANCEIRO PLENO na YDUQS, com ênfase em análises financeiras e orçamentárias.
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