Financial Associate
Career Professionals Inc - Minneapolis, MN

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RESPONSIBILITIES
  • Provide innovative product portfolios and services, including life and health insurance, annuities, investment products and specialized financial analysis.
  • Work with members to help protect them financially in the event of death, long-term care needs, or loss of income due to a disability.
  • Assist members by helping them to achieve their financial and retirement goals by offering guidance, financial solutions and services.
  • Develop financial strategies to help members' estates pass according to their wishes ensuring their legacy lives beyond their lifetime.
QUALIFICATIONS
  • Obtain state insurance licenses with required lines of authority (life, health & variable contracts) prior to the solicitation or sale of insurance products and obtain and maintain Series 7 and 66; Series 7, 65 and 63; or Series 6 and 63 registrations. (Cost covered by company)
  • Have a satisfactory credit/background check which includes a review of credit history, criminal history, employment and education verifications, and securities registration and/or insurance licensing verification, if applicable.
  • Outside business activity may be reviewed to ensure no conflicts of interest exist and compliance of regulatory requirements are met.
  • Bachelors’ degree or equivalent work experience required.

    COMPETENCIES
  • Strong networking and relationship skills.
  • Sales focused (previous sales and/or financial services experience not required).
  • Excellent interpersonal and communication skills.
  • Strong work ethic and commitment to success.

Career Professionals Inc - 18 months ago - save job - block
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