Job Description
Experience in Sales will be helpful.
Job description:
- Talking to clients to determine their expenses, income, insurance coverage, financial objectives, tax status, risk tolerance, or other information needed to develop a financial plan.
- Answering client questions about financial plans and strategies and giving financial advice.
- Advising strategies for clients in insurance coverage, investment planning, cash management, and other areas to help them reach financial objectives.
- Reviewing client accounts and plans on a regular basis to understand if life or economic changes, situational concerns, or financial performance necessitate changes in their plan.
- Analyzing financial data received from clients to develop strategies for meeting clients' financial goals.
- Preparing or interpreting financial document summaries, investment performance reports, and income projections for clients.
- Implementing financial plans or referring clients to professionals who can help them.
- Managing and updating client portfolios.
- Contacting clients regularly to discover changes in their financial status.
Building and maintaining your client base.
Job Types: Full-time, Part-time
Pay: From $4,000.00 per month
Schedule:
Supplemental pay types:
Ability to commute/relocate:
- Bakersfield, CA 93301: Reliably commute or planning to relocate before starting work (Preferred)
Experience:
- Sales: 1 year (Preferred)
Work Location: In person