What are the responsibilities and job description for the Financial Services Representative position at Integrated Financial Concepts?
About the job - Financial Services Representative
Company Overview
At Integrated Financial Concepts, we do work that matters in a culture where people matter. Be part of a growing company, where you drive your career and have an impact every day. We believe that growth isn’t just about numbers, it’s about keeping promises to our clients and each other.
We are seeking entrepreneurial candidates who are motivated in their ability to make an impact in people’s lives and help their clients do the planning needed to achieve their long-term financial goals. Our team will guide an individual’s drive into a thriving and purposeful financial services practice. You will be in business for yourself, but not by yourself.
So how do we help you practice and grow?
For new and experienced professionals, we offer continuous group training, one on one development planning, state of the art training programs, referral base approach classes, marketing seminars, and more! What makes us unique in our training is that they are all based around the individual working in that market, not a general layout for groups of agents throughout the country. Growth is continuous, so we always have something new and exciting to teach you to help you continue to grow your practice.
Integrated Financial Concepts offers a competitive compensation package including:
-Unlimited income potential with some of the top payouts in the industry*
-Opportunity for full benefits package (medical, dental, life, healthcare, and pension)
-Great 401(k) plan
-Tuition Reimbursement program for professional designations
-Recognition and award programs including trips to desirable worldwide destinations
Responsibilities
-Working within our established marketing lanes and lead sources to develop a client base.
-Prospecting for clients through referrals, personal observation, and networking.
-Day to day servicing of current client accounts (submit paperwork, submitting trades, etc.)
-Developing and maintaining long term relationships with clients.
-Client interfacing to perform a fact gathering and needs analysis to arrive at a client-centric financial solution.
-Attending 1 on 1 trainings, mentoring, and group training to help ensure you are given proper guidance and attention at all times.
-Establishing high level relationships with client base that will enhance long term working partnerships.
Qualifications
-Bachelor’s degree in a relevant field or equivalent experience would be a plus.
-An entrepreneurial mindset: you’re motivated by the opportunity to help prospective clients while focusing on personal growth.
-You are personable and caring, with a natural ability to connect and communicate with others.
-Enthusiastic, high energy, and positive attitude.
-Self-starter with strong sense of ownership, learning agility and ability to work autonomously.
-Honesty, Integrity, & Ethics: you can be trusted to do the right thing for clients and for the team.
-Must have excellent communication and interpersonal skills.
-Quick leaner that is comfortable in a fast-paced, dynamic environment.
-Strong sense of mission and passion.
-Total commitment in everything you do.
*Compensation, benefits and incentive programs are based on various levels of production, years of practice and licensing. Not all packages are available to all representatives.
To offer securities and investment advisory services, candidates must become Registered Representatives of Equity Services Inc., Member FINRA/SIPC, 200 Schulz Drive, Suite 125, Red Bank, NJ 07701, 848-200-7170.
Integrated Financial Concepts is independent of Equity Services, Inc. TC7543273(0125)1