Financial Consultant

POSITION SUMMARY

To help people integrate their faith and finances through their investment, insurance, and charitable giving decisions.

RESPONSIBILITIES AND DUTIES

1. Provide holistic investment, insurance, and charitable giving advice and financial planning counsel to individuals and couples.
2. Generate new business and sales of products within the region.
3. Provide service to existing clients.
4. Build trust with clients through professional competency and empathy.
5. Initiate contact with current clients in person, by phone, email, or mail to promote cross-sales.
6. Function effectively as part of a team of advisors’ approach.
7. Acquire and maintain a working knowledge of all Everence-offered products and services.
8. Periodically make group presentations.

QUALIFICATIONS

License(s):    

1. 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)
2. Interest in attaining Certified Financial Planner (CFP) designation or equivalent 

Skills and Abilities:

1. Strong ambition and desire to generate new business, sales orientation
2. Appreciation for the mission of integrating faith and finance within a diverse community
3. Bilingual in Spanish/English is preferred
4. Self-disciplined and demanding of oneself; self-starter; energetic
5. Motivation to excel, strong persuasive skills
6. Enthusiasm towards phone work; no call reluctance
7. Proven objective listening, verbal, and written communication skills 
8. Ego strength (resiliency)
9. Ability to explain complex financial concepts in an easily understood manner
10. Service motivation to build long-term relationships
11. Interest in attaining Certified Financial Planner (CFP) designation or equivalent

SUPERVISORY RESPONSIBILITIES: None
SCHEDULE: Full-time