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Financial Services Representative
Forrest T. Jones & Company
Remote, USA
Full-time
Mid
Remote
Discovered 1 weeks ago
CRM
Free
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Role Overview
Establish, maintain, and enhance relationships with education institutions and companies to increase 403(b), and 457 and 401(k) retirement plan participation on behalf of FTJ Retirement Advisors. Work with employees, individuals and their families to prepare financially for retirement and various life events. Work location is remote, Northeast Missouri.
Key Skills for This Role
CRM
Full Job Posting
Position Summary
Establish, maintain, and enhance relationships with education institutions and companies to increase 403(b), and 457 and 401(k) retirement plan participation on behalf of FTJ Retirement Advisors. Work with employees, individuals and their families to prepare financially for retirement and various life events. Work location is remote, Northeast Missouri.
Primary Responsibilities
- Recruit new and grow existing assets under management.
- Meet with prospects and existing clients to discuss their financial goals, educate and answer questions about various investment options and potential risks.
- Meet with School Districts and businesses providing financial planning education designed to improve 403(b)/457(b)/401(k) plan participation rates.
- Assess the financial needs of individuals and assist them with developing a financial plan.
- Memorialize and input prospect and client communication into CRM
- Perform other related duties as assigned and required.
Competencies
Ability to work independently and with a strong internal drive for achievement
Requires excellent oral and written communication skills and the ability to make effective presentations to specific target groups
Proficient in Excel, Word, and PowerPoint
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