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Entry Level Financial Advisor Trainee

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CLC & Associates Resource Group, LLC


We are Partnered with a highly successful Financial Services organization that is looking for Entry Level Financial Advisors/Insurance Producers to join their organization. Description: o Develop and cultivate client base o Consistently meet or exceed Company production objectives by persistently addressing the needs of the client o Market and sell appropriate products, including life insurance, disability income insurance, long-term care insurance, annuities, and investments o Comply with all industry and Company rules and regulations o Utilize data, market trends, and industry knowledge to develop and implement a personal business and marketing plan o Meet clients outside of the office to establish client needs and recommend appropriate products and services o Analyze, prepare and deliver presentations and seminars to clients through the effective use of information, data and product knowledge o Sell products that are aligned with individual client needs and that are in the best interest of the client o Demonstrate outstanding client service and support by continuing to assist current clients in achieving their changing financial objectives o Actively participate in on-going training as provided by the Company o Maintain all books, records and accounts required by the Company o Attend firm meetings and required training sessions Knowledge/Skills/Competencies Required: o Business ethics, honesty and integrity o Strong influencing and interpersonal skills o Customer service focused o Demonstrated ability to balance working autonomously with contributing to the team's or firm's objectives o Ability to learn and adhere to compliance regulations and all Company policies and procedures in regards to the sale and service of all Company products o Knowledge of, or the ability to learn Company products and explain the products to clients and colleagues o Knowledge of, or the ability to learn, prospecting and selling processes, and the ability to manage the delivery of these systems o Ability to manage own performance effectively; ability to adjust schedule to respond to ambiguity, obstacles and opportunities o Ability to incorporate lessons learned to anticipate and plan for future challenges/opportunities o Willing to obtain required licenses

We have partnerships with Financial Institutions and Insurance companies throughout various regions and collaborate with them to find candidates that fit their specific candidate profiles and culture for placement.
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