Forest Hills Financial Group

  • person
    Tracy Gottlieb, Talent Acquisition
  • place
    200 Broadhollow Road, 405 Melville, NY 11747
  • contact_phone
    631-870-4260
    631-870-6850

Financial Representative

date_range August 16, 2016

place Melville, NY
  • Description:

    Job Responsibilities:

    ​Provide sound financial recommendations to insure financial security for clients, and possess the capability to move clients to take action and implement said recommendations.

    • Act as an advocate for your clients; commitment to enhance, enrich and serve client base.
    • Learn and implement existing client resource tools, and employ cutting edge financial strategies to grow and develop long lasting, value based client relationships.
    • Professional Growth: Commitment to engage in a career long process of ongoing training and education to acquire above average skill and knowledge of all financial products and services where applicable to changing economic conditions and market shifts.
    • Expand a business practice by use of effective prospecting and referral based strategies, as well as identifying and cultivating new client relationships within a targeted market niche.
    • Learn best-selling skills practices and/or willingness to improve/develop existing sales skills.
  • Ref. no.:
    b_Lpdu_9MEmjGjPCXMhwTQ
  • Salary:
    Not disclosed
  • Experience:
    1+ to 2 Years
  • Employment type:
    Permanent Full-time
  • Education level:
    Bachelor’s Degree
  • Skills:
    Finance, Oral Communication, Lead Generation, Policies, Presentation, Advising, Insurance Laws, Communication, Insurance Regulations, Industry Knowledge, Analysis, Prospecting, Relationship Building, Production, Problem Solving, Renewals, Sales
  • Categories:
    Health Insurance, Insurance Agent, Insurance Sales
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