Financial Professional
at Summit Advisory Group
Charlotte, NC 28209, USA -
| Start Date | Expiry Date | Salary | Posted On | Experience | Skills | Telecommute | Sponsor Visa |
|---|---|---|---|---|---|---|---|
| Immediate | 04 Jun, 2024 | Not Specified | 04 Mar, 2024 | N/A | Good communication skills | No | No |
Required Visa Status:
| Citizen | GC |
| US Citizen | Student Visa |
| H1B | CPT |
| OPT | H4 Spouse of H1B |
| GC Green Card |
Employment Type:
| Full Time | Part Time |
| Permanent | Independent - 1099 |
| Contract – W2 | C2H Independent |
| C2H W2 | Contract – Corp 2 Corp |
| Contract to Hire – Corp 2 Corp |
Description:
WHO ARE WE?
At Summit Advisory Group, we have created a unique team-oriented atmosphere which facilitates the flow of information and expertise to everyone involved. Representing National Life Insurance Company, we provide marketing experience and a company who listens to its agents and provides the necessary tools needed to help you get on top and stay there.
Responsibilities:
- Prospecting for clients through referrals, personal observation, and networking
- Day-to-day servicing of current client accounts (submitted paperwork, submitting trades, etc.)
- Developing and maintaining long-term relationships with clients (checking emails, making and returning phone calls, holding meetings, sending mailings)
- Sitting down with clients to perform a fact gathering and needs analyses to arrive at client-centric financial solutions
- Attending 1-on-1 trainings, mentoring, and group training to help ensure you are given proper guidance and attention at all times
REQUIREMENT SUMMARY
Min:N/AMax:5.0 year(s)
Financial Services
Accounts / Finance / Tax / CS / Audit
Finance
Graduate
Proficient
1
Charlotte, NC 28209, USA
