Financial Sales Professionals | Accounting & Finance Jobs in San Diego | Sales Jobs

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Financial Sales Professionals

Posted on Lycos Classifieds - Over 4 weeks ago

Company:: Ural Patrick Parks Private Wealth Management

Location:: San Diego, CA

Features & Description

We are a La Costa based Private Wealth Management Company.

Job Description:

The role of the Financial Sales Professional is to develop strong relationships (prospects and clients) within the community while growing the retail customer base. The FSP is expected to sell a range of financial products and services through prospecting, lead utilization, referrals and local market development efforts. At the same time deliver high levels of customer satisfaction and focus on customer needs.

Primary Responsibilities:

Develop and encourage long term client relationships by careful planning to meet clients immediate and future needs by providing and demonstrating solid financial planning skills and client centered advice and guidance interactions.
Introduces clients to investment strategies and works with client to develop a financial plan .
Position appropriate products in the context of current needs as well as customer's long term financial plan.
Identify, execute and follow up on opportunities to gather additional client assets while providing client centered discussions.
Initiate customer relationships through prospecting and local market and community involvement.
Responsible for driving face to face customer appointments as well as phone sale opportunities.

Partner with Ural Patrick Parks Private Wealth Management's resources and business partners to satisfy customers' investment needs when faced with complex situations in a competitive environment. Demonstrate leadership and act as a resource for other financial representatives
Adheres to compliance/risk procedures and exhibits detailed attention to disclosure policies by maintaining focus on customers' best interests.
Educates customers to use technology to monitor, maintain and manage their investments.

Job Requirements:

Education and Experience

2 or more years of financial services and sales experience.
Bachelors degree and book of business preferred.

Skills and Knowledge:

Series 3 and Insurance Licenses required (or to be obtained within 6 months of hire)
PC Skills and systems knowledge
Excellent communication and presentation skills

Qualified candidates may fax resumes to 760-683-3137 or email to patrick@uralpatrickparks.com

Equal Opportunity Employer

Salary/Wage:$ Lucrative Commission Structure, Bonuses, and Residuals
Status: Full-time
Shift: Days

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