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Financial Consultant/Dubuque, IA
| Details |
Country: USA
Location: Dubuque IA
Total applied: 40
Location:US-IA-Dubuque
Base Pay:N/A
Employee Type:Full-Time Employee
Industry:Banking - Financial Services
Manages Others:no |
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Financial Consultant/Dubuque, IA
About Independent Financial Marketing Group, Inc.
Since 1983, Independent Financial has been a prominent leader in providing banks, savings and loans, and credit unions nationwide with a portfolio of investment and insurance products, plus the sophisticated infrastructure necessary to support their sale. In addition to the #1 sales ranking achieved over the past six years as reported by Kenneth Kehrer Associates,1 2003/2004 ABA National Survey of Bank Investment Services gave Independent Financial the highest overall ranking of third party marketers as reported in the "Bankers’ Report Card on Vendors of Investment Products and Services." Independent Financial is a member of the Sun Life Financial group of companies.
Visit www.ifmg.com for more information.
About Sun Life Financial
Sun Life Financial is a leading international financial services organization providing a diverse range of wealth accumulation and protection products and services to individuals and corporate customers. Tracing its roots back to 1865, Sun Life Financial and its partners today have operations in key markets worldwide, including Canada, the United States, the United Kingdom, Hong Kong, the Philippines, Japan, Indonesia, India, China and Bermuda. As of December 31, 2004, the Sun Life Financial group of companies has assets under management of US$299.9 billion.
Sun Life Financial Inc. trades on the New York (NYSE), Toronto (TSX) and Philippine (PSE) stock exchanges under ticker symbol SLF. Visit www.sunlife-usa.com for more information.
1 "Leading Marketers of Annuities and Mutual Funds through Banks Ranked by 2004 Investment Product Sales" and "Leading Marketers of Securities and Investment Products through Banks Ranked by Dollars Invested in 2004", The Kehrer Report, quarterly newsletter of the bank insurance and investment industry. Second Quarter, 2005.
Come join our team of Financial Consultants and we will offer you outstanding sales opportunities within major bank investment programs, excellent compensation, sales incentives, benefits, bank generated customer referrals, web site technology and sales support services and a full range of competitive products tailored to the bank customer is available.
Series 6 or 7, 63 NASD registrations and a State Insurance License with a successful track record selling, fixed and variable annuities, insurance products and mutual funds are required.
For further information regarding Independent Financial Marketing Group, Inc. please visit our website at www.ifmg.com
Look no further than Independent Financial if you have the commitment to succeed.
REQUIREMENTS
Responsible for making appointments, meeting with clients, analyzing client financial needs, making ethical product recommendations and providing continuous services.
Help clients meet their financial, investment, retirement and insurance needs through the products and services the company offers.
Respond to customer inquiries and requests and find opportunities to cross sell products.
Educate and motivate branch staff with regard to investments and insurance.
Train and mentor LBEs if applicable. Attend Unit Meetings.
Sales Activity (with a minimum monthly production requirement of $15,000 GDC with at least 15 appointments a week).
Marketing Activity.
Branch Performance /Relationships.
Reporting.
Compliance.
Perform other duties as required.
Series 6 or 7, 63 and Life License.
3-5 years experience with a good knowledge of retail investments and insurance products.
Self motivated and result oriented.
A professional track record of high achievements in sales.
Computer literacy.
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