Financial Services Representative Role

Transform client financial strategies as a Financial Services Representative focused on Wealth products. Engage in meaningful sales growth through innovative and client-centric solutions.
In this role, you will be responsible for developing and deepening client relationships by providing expert advice on Wealth & Life products. Proactively engaging with prospects will be key to building your sales pipeline and maintaining compliant sales practices. Your ability to conduct thorough needs analyses will help clients achieve their financial goals.
Key Responsibilities:
• Drive growth of investment assets through client services
• Build and maintain a robust sales pipeline
• Document client recommendations and changes
• Conduct regular investment plan reviews
• Participate in events to enhance agency visibility
Requirements:
• Minimum three years experience in financial services
• Post-secondary education in a related area
• Required Life License and Mutual ...