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Job Title: Finance Associate
Job Location: CT: Darien
Pay Rate: Open
Job Length: full time
Start Date: 2009-02-25
Company Name: CORESTAFF
Contact: Human Resources
Phone: email only please
Fax: email only please
Description: Finance Associate
Category: Sales Location: Darien , CT Zip Code: Not specified Salary: $ 40000.00 - $ 45000.00 Job Type: 743 Req. Education: High School/GED Date Posted: 2/20/2009 Description: Essential Job Functions · Develop client base by participating in ongoing prospecting: including cold calling, trade shows, face-to-face prospecting and networking. · Evaluate clients’ financial goals and investment tolerance by gathering current financial holdings (Suitability Profile). · Analyze clients’ financial profile including income, assets, investment or debts; determine which financial products best meet the client’s needs and financial circumstances. · Advise clients on what financial products may meet their financial objectives and why. · Report to assigned branch each weekday unless on an appointment · Provide on-going service to all clients · Successfully meet the outside activity and commission levels set by branch management · Fulfill continuing education requirements · Attend all sales meetings · Participate in regularly scheduled in-house training sessions/sales meetings Non-essential Job Functions · Work with other departments on client issues · Attend company function Requirements: Requirements · Obtain and maintain necessary securities licenses (7&63) · Obtain and maintain necessary insurance licenses (Life, Accident and Health) · Satisfactorily complete IC training · Knowledge of investment products · Knowledge of internet/intranet CORESTAFFis an Equal Employment Opportunity Employer. People from racial minority groups, veterans and people with disabilities are strongly encouraged to apply.
Please refer to Job code corestaff-31081 when responding to this ad.
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