What are the responsibilities and job description for the Financial Services Representative/Advisor position at Ashford Advisors?
About the Company - As a Financial Representative at Ashford Advisors, you will define your career and level of success by being your own boss with flexible hours and the ability to control your income. You’ll join a team of professionals in a company recognized by GAMA International as a Top 250 Financial firm. Best of all, you’ll be building a business for yourself, but not by yourself. Ashford associates help entrepreneurs like you develop a career path that is as individual as you are. The training and support we provide is customized to help develop your individual strengths and unique abilities and allows you to build your business your own way. With over 20 offices in 8 southern states, Ashford Advisors, a General Agency of The Guardian Life Insurance Company of America (Guardian), New York, NY is looking for entrepreneurs to join our firm based in Atlanta, GA. Therefore, if you are a person who desires to be an intrinsic part in helping clients develop a strategy to reach financial security, then you’re a great fit for Ashford Advisors.
About the Role - Financial Representatives - assists clients - individuals, families, and small businesses – in protecting their assets today while planning for their financial future.
Responsibilities
- Developing and maintaining a client base:
- Maintain communication with clients so you are mutually clear on goals
- Implement cutting edge financial strategies to grow and develop long lasting, value-based client relationships
- Work with clients to create customized plans and provide sound financial recommendations to help achieve financial confidence for clients
- Possess the capability to move clients to take action and implement recommendations
- Offer guidance and education to clients related to financial products and services
- Act as an advocate for your clients; commitment to enhance, enrich and serve client base
- Working closely with the marketing team:
- to build a professional brand
- network with intention
- develop/master prospecting
Professional Growth
- Training – Commitment to engage in a career long process of ongoing training and education to acquire the knowledge of financial products and services in changing economic conditions
- Expand a business practice by use of effective prospecting and referral-based strategies, as well as identifying and cultivating new client relationships within target markets
- Learn necessary selling skills practices, Develop, and improve subject matter expertise and sales skills
Qualifications
- Have or will obtain the SIE, Series 7, and Series 63/65 or Series 66, as well as State Life and Health Licenses
- Willingness to obtain recognized industry professional designations as a commitment to excellence
- Entrepreneurial minded with a strong work ethic
- Desire to help others manage and achieve financial confidence
- Highest level of integrity and ethics
- Above average communication skills
- Strong interpersonal and relationship building skills with a focus in identifying opportunities and developing strategies
- Basic computer skills
- Affinity for education and professional development
- Goal oriented with a commitment to personal growth
Pay range and compensation package - To learn more about Ashford Advisors visit us at www.ashfordadvisors.net. Ashford Advisors is an agency of The Guardian Life Insurance Company of America® (Guardian), New York, NY. OSJ: 900 Ashwood Parkway, Suite 400, Atlanta, GA 30338 (770)-390-2600. Securities products and advisory services offered through Park Avenue Securities LLC (PAS), member FINRA, SIPC. Park Avenue Securities is a wholly owned subsidiary of Guardian. Ashford Advisors is not an affiliate or subsidiary of PAS or Guardian. Ashford Advisors is not registered in any state or with the U.S. Securities and Exchange Commission as a Registered Investment Advisor.