Financial Adviser advising clients on financial planning while building customer relationships. Focused on identifying customer needs and sales opportunities.
About the role
- Investment Advisor providing financial consulting services and promoting NFIS products via phone or video. Managing accounts and partnering with Financial Advisors for advanced needs.
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.
- Works on assignment that are moderately difficult and under supervision.
Requirements
- 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 Exercises initiative using good judgment to make sound decisions
- 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 tack
- 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, and financial analysis software
- Understanding of economic and accounting principles, practices, financial markets, banking, analysis, and reporting of financial data
- Bachelor’s degree in Business Administration, Finance or Management or related discipline or related professional experience preferred
Benefits
- Highly competitive pay
- Generous benefits and perks
Job title
Job type
Experience level
Salary
Degree requirement
Location requirements
Provides financial advice to allocated markets for Old Mutual while ensuring quality customer service and business retention. Develops relationships and monitors market data for business development strategies.
Financial Advisor providing expertise on financial products within allocated markets at Old Mutual. Customer service - focused with responsibilities in business development and relationship management.
Commissioned Financial Adviser empowering clients to achieve financial goals. Focused on providing sound advice and expanding business through new and existing customer relationships.
Customer Service and Business Development role focusing on client relationships at Old Mutual. Responsibilities include handling inquiries, compliance assessments, and customer relationship management in South Africa.
Financial Advisor providing product advice and customer service at Old Mutual. Analyzing customer needs and managing relationships to secure business opportunities.
Customer service role at Old Mutual handling client inquiries and relationship management. Responsibilities include solutions analysis, operational compliance, and business development.
Financial Assistance Data, Modelling & Analytics Specialist providing insights across the customer journey in financial difficulty. Ensuring effective strategies and compliance with consumer duty and regulations.
Client Financial Services Agent supporting Desjardins advisors to deliver services and maintain business relationships. Tailoring solutions for members and clients based on their needs.
Manager in Financial Due Diligence at PwC overseeing client accounts and coaching teams. Focus on business diligence and strategic advice during mergers and acquisitions.