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Digital Financial Advisor

WiseRoad Recruiting

Denham Springs

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JOB DETAILS
SKILLS
Consultative Sales, Customer Experience, Customer Retention/Renewal, Customer Satisfaction, Customer Support/Service, Financial Planning, Full Disclosure Principle, Health Insurance, Investment Analysis, Investment Strategy, Life Insurance, Needs Assessment, Product Support, Resolve Customer Issues, Risk, Risk Analysis, Sales, Sales Prospecting, Series 7, Technology Sales, Time Management
LOCATION
Denham Springs
POSTED
30+ days ago
Our Digital Advisors leverage technology and consultative sales processes to assist clients within their assigned segment. They will actively reach out to clients to provide ongoing planning and support with their specific financial and investment goals. This position is responsible for delivering a high level of client service with the ultimate goal of helping clients achieve their financial goals and dreams.

ESSENTIAL DUTIES & RESPONSIBILITIES:

  • Contacts existing and prospective clients to assess their investment needs, acceptable risk level, develop an action plan and present solutions.
  • Owns the client experience, efficiently handling sales and service, identifying sales and/or executing opportunities and making referrals to internal business partners as appropriate. Makes full disclosures required in conjunction with selling non-deposit investment products.
  • Uses a consultative sales process to determine client needs, obtains commitment and proposes solutions with assistance from Financial Advisor or Manager as needed. Discusses benefits and risks as well as other product features pertaining to possible investment solutions for the client.
  • Reviews portfolio activity with clients as well as proficiently explain portfolio performance against client’s stated risk tolerance and independently conduct client meetings
  • Resolve client inquiries, concerns and problems effectively and in a timely manner. Responsible for client retention and day-to-day client satisfaction.
  • Develops and implements investment strategies for clients. Determines the best products to support such strategies.
  • Presents sound financial recommendations and guidance to clients.
  • Establishes individual financial plans based on client financial needs and objectives.

Must currently possess Series 7, 63, 65/66 and be in good standing, and Life & Health Insurance License


About the Company

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WiseRoad Recruiting