Financial Consultant
Company: Everence
Location: Denver
Posted on: May 4, 2024
Job Description:
POSITION SUMMARYTo help people integrate their faith and
finances through their investment, insurance, and charitable giving
decisions.RESPONSIBILITIES AND DUTIES
- Provide holistic investment, insurance, and charitable giving
advice and financial planning counsel to individuals and
couples.
- Generate new business and sale of products within the market
area.
- Provide service to existing clients.
- Build trust with clients through professional competency and
empathy.
- Initiate contact (in person, by phone, or by mail) with current
clients for cross-sales.
- Function effectively as part of a team of advisors
approach.
- Acquire and maintain a working knowledge of all
Everence-offered products and services.
- Periodically make group presentations.QUALIFICATIONS
- Strong ambition and desire to generate new business; sales
orientation.
- Appreciation for the mission of integrating faith and
finance.
- Self-disciplined and demanding of oneself; self-starter;
energetic.
- Motivation to excel; strong persuasive skills.
- Enthusiasm towards phone work; no call reluctance.
- Proven communication skills including objective listening
skills, verbal, and written skills.
- Ego strength (resiliency).
- Ability to explain complex financial concepts in easily
understood manner.
- Service motivation to build long-term relationships.
- Attain appropriate licensing for respective products if not
currently licensed, including but not limited to Life & Health
Licensure, Series 6 and 63 or 65 (Series 7 also appropriate).
- Interest in attaining Certified Financial Planner (CFP)
designation or equivalent.SUPERVISORY ** None **Full-time
Keywords: Everence, Vail , Financial Consultant, Accounting, Auditing , Denver, Colorado
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