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Financial Advisor

Company: Howard Bailey Financial, Inc.
Location: Mishawaka
Posted on: November 4, 2019

Job Description:

Join Us! Focus on the securing the clients financial future--not on securing leads. Would your best friend describe you as the ultimate go-getter? Is the ability to help and serve others a top priority for you? Do you love uncovering new opportunities and building relationships?Then, our well established and growing financial firm would like to talk to you!
One of the primary things that sets Howard Bailey Financial Inc. apart is that we provide our Financial Advisors with leads. Therefore, they can spend their time focusing on helping clients, rather than finding them. Our Advisors have the opportunity to meet one on one with the company leads from our live events and client referrals, as well as existing clients. The ideal candidate for this role will be someone who enjoys building relationships and who knows how to follow through with sales opportunities while providing superior client service-always putting clients first. Duties include servicing existing clients, client relationship building, researching the marketplace and recommending the most appropriate products and services available. They make sure that clients are aware of products that best meet their needs and then secure the sale.
Minimum Requirements:---A positive attitude--- Bachelors degree--- 2 + years of financial services experience with an emphasis on sales--- Life and Health Licensed; Series 65 --- Strong organizational, prioritization, interpersonal & management skills--- Strong mathematical and analytical skills--- Excellent communications skills; both verbal and written--- Proficient with MS Office Suite (Excel, Word & Power point)
Position Responsibilities:--- Prepare, present and implement customized financial plans--- Assist clients with annuities, life, long-term care & managed money--- Provide financial planning advice to include investment, insurance & retirement--- Develop, manage and retain strong client relationships--- Contribute to meeting individual and team goals
Key Traits:--- Strong initiative--- High emotional IQ--- Glass half full mentality--- Unstoppable level of persistence--- An entrepreneurial perspective to build client base--- Belief that you can sell anything to anyone BUT it's not all about what we want-it's also about what we would like to offer you! Our team members are more like family. We seek to ensure that we are honoring their commitment to the firm as much as we do our clients. We currently offer competitive compensation, health insurance, 401K, Life, Disability and PTO. In addition, we have a work hard/play hard atmosphere. When we are not serving our clients, you may find us chatting about the daily morning brainteaser, grabbing lunch together or enjoying a company-sponsored spa day as a reward for doing an awesome job. We certainly recognize that our team members are what make our continued growth possible!

Keywords: Howard Bailey Financial, Inc., Mishawaka , Financial Advisor, Accounting, Auditing , Mishawaka, Indiana

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