Financial Consultant

Company: Everence
Location: Denver
Posted on: May 4, 2024

Job Description:

POSITION SUMMARYTo help people integrate their faith and finances through their investment, insurance, and charitable giving decisions.RESPONSIBILITIES AND DUTIES

• Provide holistic investment, insurance, and charitable giving advice and financial planning counsel to individuals and couples.
• Generate new business and sale of products within the market area.
• Provide service to existing clients.
• Build trust with clients through professional competency and empathy.
• Initiate contact (in person, by phone, or by mail) with current clients for cross-sales.
• Function effectively as part of a team of advisors approach.
• Acquire and maintain a working knowledge of all Everence-offered products and services.
• Periodically make group presentations.QUALIFICATIONS
• Strong ambition and desire to generate new business; sales orientation.
• Appreciation for the mission of integrating faith and finance.
• Self-disciplined and demanding of oneself; self-starter; energetic.
• Motivation to excel; strong persuasive skills.
• Enthusiasm towards phone work; no call reluctance.
• Proven communication skills including objective listening skills, verbal, and written skills.
• Ego strength (resiliency).
• Ability to explain complex financial concepts in easily understood manner.
• Service motivation to build long-term relationships.
• Attain appropriate licensing for respective products if not currently licensed, including but not limited to Life & Health Licensure, Series 6 and 63 or 65 (Series 7 also appropriate).
• Interest in attaining Certified Financial Planner (CFP) designation or equivalent.SUPERVISORY ** None **Full-time

Keywords: Everence, Castle Rock , Financial Consultant, Accounting, Auditing , Denver, Colorado