Financial Advisor Planner Position in Milwaukee This is a terrific full time position with a full time salary and commission. We are looking for candidates that have their Series 7 Series (63 and 65) or 66 and Life Health. We offer strong technology marketing resources and benefits to our Financial Advisors. Responsibilities Cultivate strong relationships with members by consistently using the prescribed sales process. Cultivate strong working relationships and trust among staff by conducting regular staff training attendance participation at staff meetings and functions and sending referrals Meet or exceed credit union cross-selling goals Present a professional image in all interactions both personally and professionally. Consistently and effectively utilize all tools technology and resources Adhere to all FINRA and insurance rules and regulations as well as to all company policies. Follow established policies and procedures of ethical market conduct. Conduct business according to high standards of honesty fairness and integrity and render service to customers which in the same circumstance we would demand for ourselves. Meet or exceed individual production goals - with an appropriate product mix. Continually strive to grow business via Lobby Days seminars and workshops execution on system of referrals segmentation of book of business etc. Execute on an annual Marketing Plan. Attend and participate in meetings virtual and face to face as scheduled. Requirements Bachelor s degree in Business Finance Insurance or equivalent trade-off in professional work experience. Minimum of three (3) years of successful financial services sales experience with verifiable commission history of at least 150 000 Gross Dealer Concessions. Demonstrated ability to effectively build business relationships with diverse clients. Demonstrated ability to translate complex information create and deliver an effective message scaled to the appropriate audience. Life Health License(s) Series 7 63 and or 65 66 Licenses. LUTCF CLU ChFC or CFP designation preferred. So if you are a Financial Adviser with active Licenses in good standing and a proven track record apply today
Category: Employment & Jobs
There are a lot of advertisers on Advertigo. We cannot check them one by one.
You work hard for your money and you want a company you can rely on when you are buying or selling things. That’s why we want to help you protect yourself from fraud. In this section, you’ll find informative tips and other useful material to stay informed and help reduce your chances of falling victim to scammers.
Please understand that Advertigo.net is a free service to help buyers and sellers (and etc.) find one another. Advertigo.net is not involved in any transactions and can not police the actions of our many users.
YHVH Showed Me the Way—Now I’m Sharing It With You
• When I trusted YHVH,
Withdaveandjulie
Get CV writing services in New Zealand by CV writing NZ. Our professional CV and
Zoe Dylan
Resort/ Hotel Specialist
As a Resort/Hotel Specialist, you will be responsible for creating unforgettable vacation experiences
Beth White
We have an amazing business opportunity to build dream vacations and business travel with major
Beth White
Join us in helping the 60 to 80 million people worldwide who suffer from infertility
Help Create Families
Admin SupportPay 16-18 hr.Hours Monday-Friday 8AM-4 30PMJob type Temp to HireLocation Tulsa OkRequirements MUST have
Skilled Division
Header CleanerPay 18 hrHours Monday-Friday (Some Saturdays)6AM-4 30PM OR 6AM-6 30PM Friday-SundayJob type Temp to
Skilled Division
This is a work from home opportunity with a flexible schedule. You can work as
Pamela Butler
Plasma Table HelperPay 16 hrHours Weekend and Day ShiftJob type Temp to HireLocation Claremore OkJob
Skilled Division
Do you feel like you re not moving forward towards success What is your 2024
Melissa Leos