Financial Advisor

PFS INVESTMENTS

Posted on : 11-05-2025

Employer Active

1 Vacancy

Job Alert

You will be updated with latest job alerts via email

Valid email field required

Send jobs

Send me jobs like this

Job Alert

You will be updated with latest job alerts via email

Valid email field required

Send jobs

Job Location

Washington - USA

Monthly Salary

Not Disclosed

Salary Not Disclosed

Vacancy

1 Vacancy

Posted on : 11-05-2025

Job Description

Key Responsibilities:Presenting and selling financial products:This includes term life insurance mutual funds annuities and other products both to new and existing clients. Conducting financial needs assessments:Identifying clients financial goals and needs to develop personalized financial plans. Building rapport and developing relationships:Establishing trust and confidence with clients to facilitate longterm business relationships. Providing financial education:Educating clients about financial concepts products and services offered by Primerica and its partners. Prospecting and generating leads:Identifying and contacting potential clients to build a client base. Working independently and managing time:Scheduling appointments managing their own workload and working to achieve sales goals. Essential Skills and Qualifications:Strong communication and interpersonal skills:.The ability to build rapport explain complex financial concepts clearly and effectively communicate with diverse clients. Sales and negotiation skills:.The ability to effectively sell products and services negotiate terms and close deals. Basic understanding of financial concepts:.Familiarity with insurance investments and other financial products. Ability to work independently and manage time:.Demonstrating initiative selfmotivation and the ability to set goals and achieve them. Customer service skills:.The ability to provide excellent service handle inquiries and resolve customer concerns. Licensing requirements:.May require obtaining and maintaining relevant licenses such as life insurance licenses depending on the specific role.

Employment Type

Full Time

Company Industry

Accounting

Key Skills

Apply Now

About Company

PFS INVESTMENTS

Report This Job

Disclaimer: Drjobpro.com is only a platform that connects job seekers and employers. Applicants are advised to conduct their own independent research into the credentials of the prospective employer.We always make certain that our clients do not endorse any request for money payments, thus we advise against sharing any personal or bank-related information with any third party. If you suspect fraud or malpractice, please contact us via contact us page.

Start Now

Dr.Job AutoApply

3X your job search with AutoApply's AI for faster dream job results.

Financial Advisor

PFS INVESTMENTS

Job Description

Employment Type

Company Industry

Key Skills

About Company

Similar Jobs

*Financial Analyst -

Financial Analyst -

Financial Analyst -

Financial Accountant

Financial Controller

Financial Analyst -

Sales Advisor

Chief Financial Officer