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Provide service, basic planning, and product sales for an assigned group of clients in the Central Penn core market. Actively search for opportunities to deepen relationships with existing Everence clients, with a secondary focus on establishing new Everence relationships.
Refer clients to other consultants if the need for additional technical expertise dictates or as the financial relationship grows beyond the level assigned to the position. May also receive referrals from other consultants to place new business regarding a specific product. Emphasis will be placed on insurance products and investment and charitable options offered through Everence Asset Management.
If desired, and with adequate progress, this position can become a Financial Consultant or Financial Planner in future years.
Salaried position with bonus opportunities.
RESPONSIBILITIES AND DUTIES
QUALIFICATIONS
Education:
College degree preferred; willingness to pursue other industry designation(s)
License(s)
Experience:
Administrative or sales experience; preferably in the financial services industry
Skills and Abilities:
SUPERVISORY RESPONSIBILITIES: None
SCHEDULE: Full-time
Full Time
$93k-111k (estimate)
05/16/2024
06/03/2024
everence.com
KALONA, IA
200 - 500
1945
JUDY MARTIN GODSHALK
$5M - $10M
Investment Management
Founded in 1945, Everence is a Christian-based, member-owned organization that helps individuals, organizations and congregations integrate finances with faith through a national team of advisors and representatives. Everence currently has over offices located all across the country. Our services include: Annuities Asset management Banking Charitable giving Community benefits Financial planning Insurance Investments Medicare supplement insurance Retirement planning Stewardship education Trust services Specialties Financial Advisors, Credit Union, Insurance, Retirement, Charitable G...iving, Stewardship
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The following is the career advancement route for Financial Representative positions, which can be used as a reference in future career path planning. As a Financial Representative, it can be promoted into senior positions as a Financial Associate (Corporate) III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Financial Representative. You can explore the career advancement for a Financial Representative below and select your interested title to get hiring information.