Financial Advisor
Williamson, Inc.
Date: 9 hours ago
City: Franklin, TN
Contract type: Full time
- Build genuine, long-term relationships with clients
- Actively call out to clients and prospective clients to cultivate new business
- Network to generate and build prospective client list
- Prepare for and hold client review meetings
- Build a strong client base with the firm’s exceptional referral system due to a multi-business approach
- Develop and execute additional prospecting and marketing strategies, as required
- Explain features, advantages, concepts and disadvantages of investments and insurance products to meet client/prospect needs and promote sales
- Collaborate and prepare comprehensive financial plan recommendations, while preparing and analyzing financial planning reports, to support those recommendations
- Customize and sell various types of insurance products and investment services, to businesses and individuals, that best suit the needs of the client
- Call on clients to deliver and explain policies, strategies and suggest additions or changes
- Successfully take consumers through the sales cycle
- Prepare and participate in all client meetings throughout the pre and post sales cycle
- Assist in handling client inquiries and service requests
- Case work and illustrations
- Assist with the completion and review of applications
- Highly motivated
- Excellent client service skills
- Initiative in business development
- Elevated level of people skills
- Entrepreneurial perspective and desire to grow the firm
- Ability to adhere to rules and regulations as stated and required by the firm
- Successful time management skills
- Process driven
- High level of follow-through
- Excellent communication skills
- Strong attention to detail
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