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Advisor job description

Position summary

To help people integrate their faith and finances through their investment decisions.

Responsibilities and duties

  • Provide investment advice and financial planning counsel to individuals and couples.
  • Generate new business and sale of products within market area.
  • Provide service to existing clients.
  • Build trust with clients through professional competency and empathy.
  • Initiate contact (in person, phone, or mail) with current clients for cross sales.
  • Function effectively as part of a team of advisors approach.
  • Acquire and maintain working knowledge of all Everence-offered products and services.
  • Periodically make group presentations.
  • No direct supervisory responsibilities.

Qualifications

  • Strong desire to generate new business; sales orientation.
  • Appreciation for the mission of integrating faith and finance.
  • Self-disciplined.
  • Motivation to excel.
  • Good listening skills.
  • Ego strength (resiliency).
  • Ability to explain complex financial concepts in easily understood manner.
  • Service motivation to build long-term relationships.
  • Attain appropriate licensing for respective products if not currently licensed, including but not limited to Life & Health Licensure, Series 6 and 63 or 65 (Series 7 also appropriate).
  • Interest in attaining Certified Financial Planner (CFP) designation or equivalent.

Schedule

This is a full-time (40-hours per week) position.

 

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