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Job Posting Details
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Devon Financial Associates, LLC, Guardian Life Insurance see all jobs
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Financial Representative
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| Compensation: Salary+Commission+Residuals |
| PA-Philadelphia(NorthWest)
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Provide sound financial recommendations to insure financial security for clients, and possess the capabilty 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 practices and/or willingness to improve/develop existing sales skills.
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Requirements:
To be a Financial Representative is to be passionate about people and their financial betterment.
Successful Guardian Financial Representatives have a drive to contribute rather than simply a drive to succeed. They cultivate relationships easily and thrive on them.
You'll need four key personality traits as a Guardian Financial Representative:
- The DRIVE to be an entrepreneur, to stay motivated,to contribute to your client's wealth and happiness.
- The POISE to weather the ups and the downs of owning you own business(it takes 3-5 years to build any business, including this one)
- A SOCIABILITY that transcends stereotypes, yet is targeted to a specific client that you define.
- An AUTHENTICITY that shows itself in your own belief in, and ownership of, the products and services you are providing.
- Have or will secure a series 6,series 7, and series 63 as well as State Life and Health exams.
- Above average communication skills including great presentation ability.
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