Provide on-going, comprehensive financial planning services while helping clients achieve their personal and family goals.
The successful candidate should possess:
Self confidence and leadership skills, a "take charge" attitude, and the ability to network effectively. Setting personal objectives and developing sales strategies to execute are key components to success.
Oral Communication: To greet, seek and obtain information, co-ordinate work with others, reassure and comfort
Thinking skills: Problem solving, Decision making, Critical thinking, Significant use of memory, job task planning and organizing.
Writing Skills: To document or keep a record, to inform or request, to present analyses and evaluation
Working with others: Formal discussion about Work process.
Computer use: Email, Internet, Word processing, Spreadsheets, Financial.
paid training + commission
Business, Finance & Administrative, Sales and Service
Additional Application Information:
Number of positions Available: 1
Pay Rate Comments: Paid Training + commissions
Days and Hours of Work: variable, 40 + hours / week
Training Details: combination of self study, small group and formal classroom as well as " on the job" field experience
Training Time: 60-90 days
Education Required: College Diploma, University Degree.
Application Material Required: