What are the responsibilities and job description for the Financial Services Representative position at Certified Financial Services?
As a Financial Services Representative, you will be an advocate for your clients, continually enhancing, enriching, and serving your community. Certified Financial Services is looking for self-motivated individuals like you to join our network of Financial Professionals. You will work with individuals and businesses in your community providing access to financial products and services that will protect their assets, help them understand their financial life, and build wealth for the future.
You possess…
- A passion for helping others and making a positive impact in your community.
- An entrepreneurial spirit and desire to own a business that provides the ability to integrate your life and work – on your terms.
- A lifelong learner mentality with a desire to continue growing.
- Self‐motivation, a confident personality, high integrity, and a strong desire to succeed.
What you’ll be doing…
- Working with clients to understand their goals, concerns, and current financial information.
- Analyzing information to create a strategy with appropriate products and services.
- Developing and maintaining a base of clients who value your input and guidance.
- Working with clients to keep their financial strategies current and aligned with their goals, building relationships with clients that will last for years.
What we provide…
- Tools and technology to help you appropriately gather, manage, and service your clients.
- Development and training—locally, virtually, and nationally—to support your educational needs.
- Tools and resources to help you market and grow your practice and communicate efficiently with your current and potential clients.
- Mentorship and joint-work opportunities.
- Superior service and support.
- A competitive benefits package including Defined Benefit Plan, 401(k) with Match and Roth options, health, and dental insurance and more.
- Leadership and career development opportunities including tuition reimbursement and continuing education opportunities.
Requirements
- Must be a US citizen or permanent resident
- A four‐year college degree preferred
- Obtain appropriate licensing
Who we are… Guardian has been helping people protect their future and secure their lives for more than 160 years. Every day, we serve 29 million people by helping them and their families pursue financial confidence and well-being in life, health, and wealth. We help families find financial confidence and help people plan for retirement. We help companies take care of their employees. And we help both recover and thrive in times of unexpected loss.
- Agency of The Guardian Life Insurance Company of America, New York, NY. The Guardian Network® is a network of preferred providers authorized to offer products of The Guardian Life Insurance Company of America (Guardian), New York, NY and its subsidiaries. Park Avenue Securities LLC (PAS) is a wholly-owned subsidiary of The Guardian Life Insurance Company of America (Guardian) located at 10 Hudson Yards, New York, NY 10001. PAS is a registered broker-dealer offering competitive investment products, as well as a registered investment advisor offering financial planning and investment advisory services. PAS is a member of FINRA and SIPC. 2023-155774 (Exp. 5/25)
If you're interested in learning more, please call Jamani Chapman at 860-270-9098 or email her at jamani.chapman@cfsllc.com for scheduling!