Integrated Financial Concepts • Roseland , NJ , US
Integrated Financial Concepts in Roseland, NJ, US, is looking for a Licensed Insurance Agent to join our team. Our company prides itself on providing top-notch financial services to clients, helping them achieve their financial goals and secure their future.
As a Licensed Financial Advisor with us, you will have the opportunity to work with a dedicated team of professionals who are committed to excellence and client satisfaction. Your role will involve offering expert financial advice, developing personalized financial plans, and guiding clients towards a secure financial future. Join us at Integrated Financial Concepts and make a real difference in people's lives through sound financial planning.
Responsibilities
Monitor and review clients' financial accounts regularly to ensure alignment with their objectives.
Educate clients on various financial products and services to help them make informed decisions.
Stay up-to-date on market trends and regulations to provide clients with accurate and timely advice.
Opportunity to enter into the Management program
Qualifications
2+ years of experience as a Licensed Financial Advisor
Proven track record of successfully managing client portfolios and exceeding sales targets
In-depth knowledge of financial products and services
Strong communication and interpersonal skills
Detail-oriented and able to work in a fast-paced environment
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Integrated Financial Concepts in Roseland, NJ, US, is looking for a Licensed Insurance Agent to join our team. Our company prides itself on providing top-notch financial services to clients, helping them achieve their financial goals and secure their future.
As a Licensed Financial Advisor with us, you will have the opportunity to work with a dedicated team of professionals who are committed to excellence and client satisfaction. Your role will involve offering expert financial advice, developing personalized financial plans, and guiding clients towards a secure financial future. Join us at Integrated Financial Concepts and make a real difference in people's lives through sound financial planning.
Responsibilities
Monitor and review clients' financial accounts regularly to ensure alignment with their objectives.
Educate clients on various financial products and services to help them make informed decisions.
Stay up-to-date on market trends and regulations to provide clients with accurate and timely advice.
Opportunity to enter into the Management program
Qualifications
2+ years of experience as a Licensed Financial Advisor
Proven track record of successfully managing client portfolios and exceeding sales targets
In-depth knowledge of financial products and services
Strong communication and interpersonal skills
Detail-oriented and able to work in a fast-paced environment
#J-18808-Ljbffr