What are the responsibilities and job description for the Financial Professional position at Increase Financial?
Company Description
Increase Financial is dedicated to offering clients personalized services that are often missing in today's business environment. Our firm prides itself on securing investments that align with clients' needs, goals, and objectives. We provide the most current and knowledgeable advice in the clients' best interests, even if it contradicts their wants. Additionally, we educate clients on understanding their insurance needs and available options, ensuring they make well-informed decisions.
Role Description
This is a full-time on-site role for a Financial Professional based in Missouri City, TX. The Financial Professional will be responsible for working closely with clients to understand their financial goals and create strategies to achieve them. Effective communication with clients and team members is essential. We offer stability through training and a career track that is not capped.
Qualifications
- Strong Analytical Skills
- Excellent Communication skills
- Bachelor's degree
- Ability to work effectively in a team and independently