Financial Services Representative
Forrest T. Jones & Company · Kansas City, MO · 2 days ago
FinanceFull-time
Primary Responsibilities
- Recruit new and grow existing assets under management.
- Meet with prospects and existing clients to discuss their financial goals, educate and answer questions about various investment options and potential risks.
- Meet with School Districts and businesses providing financial planning education designed to improve 403(b)/457(b)/401(k) plan participation rates.
- Assess the financial needs of individuals and assist them with developing a financial plan.
- Memorialize and input prospect and client communication into CRM.
Competencies
- Ability to work independently and with a strong internal drive for achievement.
- Excellent oral and written communication skills and the ability to make effective presentations to specific target groups.
- Proficient in Excel, Word, and PowerPoint.
Requisites
- Series 6 or 7, 63, & 65/66 or able to obtain within first 90 days of employment.
- Missouri and/or Kansas Life and Health licenses.
- Prior work experience in mutual funds, annuities, and Life Insurance.
- Prior work with group benefit plans and 501(c)(3) organizations preferred.
Benefits
- Company-paid medical, STD, LTD and life insurance.
- Voluntary dental, vision, life/AD&D insurance.
- 401(k) with company matching.
- Generous paid time off.
- and much more.