Financial Services Associate (Future Role)

About the role

We seek a dynamic individual with keen attention to detail, a passion for quality improvement, and the ability to multitask and problem-solve creatively. As an IFP team member, you will play a critical role within our organization in helping our financial representatives grow their financial services practice.

Responsibilities

• Partner with financial representatives to develop successful practices using proprietary software.
• Lead operational improvement processes within an advisor’s practice.
• Communicate with Home Office, representatives, and clients for policy approval.
• Craft comprehensive financial plans tailored to client needs.
• Open investment accounts and manage documentation.
• Execute investment trades efficiently.
• Stay updated on investment regulations.
• Process insurance applications using technology for signatures.
• Input client data into planning software and CRM.
• Confirm client appointments.
• Attend weekly development and team meetings to advance industry mastery.

Qualifications

• Strong collaborative skills within a goal-oriented team.
• Effective communication with colleagues and our clients.
• Resourcefulness and innovation in problem-solving.
• Adaptability to prioritize shifts in a fast-paced environment.
• Proficiency with technology and a commitment to efficiency.
• Competency in process and project management.
• Teamwork skills, including leadership and execution.
• Ability to handle confidential and time-sensitive information.
• Excellent verbal and written communication for rapport-building

Benefits

• Full-time, 40-hour work week, exempt position.
• Competitive pay starting at $60,000 - $72,000 annually based on experience.
• Bonuses for achieving industry designations.
• PTO + Holiday time off + 2 Floating holidays designed to give you the flexibility to take paid time off for occasions and events that are personally significant to you.
• Medical, dental, and vision coverage.
• Long-Term and Short-Term Disability insurance.
• Matching 401k plan.
• Paid garage parking.
• Remote work option of two days a week after 90-days of employment.
• Laptop provided.
• Healthy break pantry and onsite workout facility access.