SouthBendRecruiter Since 2001
the smart solution for South Bend jobs

Financial Advisor

Company: Cameron Craig Group
Location: South Bend
Posted on: June 14, 2019

Job Description:


Financial Advisor
South Bend, IN USA
Job description
You will be responsible for reaching out to the existing Self-Directed client base. It is expected that the associate will be able to transition these calls into a consultative conversations in order to assist with identifying underlying needs the client may have and to deepen relationships. The primary goal of the team is to gather outside assets and to open new accounts for existing clients by successfully highlighting value proposition. Responsibilities: Articulate the competitive advantage of product offerings and deliver value proposition through consultative conversations Understand and proactively identify opportunities for additional business from existing clients Demonstrate a passion for driving sales and being self-motivated Identify referral opportunities for various internal partners Accountable for defined and measured goals including sales activity, client surveys, quality assurance, productivity, and driving efficiencies Responsible for having a broad knowledge of products and services throughout the enterprise and educating clients capabilities Align with client's conversation style to drive better engagement and optimal experience Develop business partner relationships and maintain a high level of integrity and comply with the Guidelines for Business conduct.
Enterprise Role Overview
Investment Consultants are phone-based licensed representatives that provide prospects and self-directed investors with financial assistance by identifying broader product and service solutions that meet their investment and savings needs. Investment Consultants demonstrate knowledge of investments and financial markets and apply key principles appropriately to the individual client's investment needs. Additionally, they align products and services where appropriate. Licensing requirements are as follows: Series 7, 66 or their equivalent. This position may be subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. If your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in your immediate termination.
Required Skills: "MUST" have these skills to be minimally qualified.


  • Series 7 required.
  • Series 66 or 63/65 strongly preferred. If Series 66 is not currently held, must be obtained within 90 days.
  • Two years sales experience
  • Ability to have need based conversations and prior sales experience, preferably investment related.
  • Superior customer service skills.
  • Excellent verbal and written communication skills required.
  • Strong analytical, technical skills, and organizational skills.
  • Detailed oriented with excellent follow-up skills.
  • Ability to perform and manage multiple tasks in a growth environment that is experiencing constant change.
  • Problem solving skills and the ability to clearly articulate responses and solutions.
  • Must be able to work independently and be a team player to achieve team goals.
  • Strong investment product and industry knowledge

Keywords: Cameron Craig Group, South Bend , Financial Advisor, Other , South Bend, Indiana

Click here to apply!

Didn't find what you're looking for? Search again!

I'm looking for
in category
within


Other Other Jobs


Brands Want To Pay You
Description: Brands Want
Company: Survey Voices
Location: Battle Creek
Posted on: 06/26/2019

VIRTUAL ASSISTANTS
Description: VIRTUAL ASSISTANTS All virtual assistants get to work from the comfort of their own home. Virtual Assistants are full time employees that work from 9AM 6PM each weekday. Starting base pay is 11/hr with (more...)
Company: Mommy Jobs Online
Location: Elkhart
Posted on: 06/26/2019

Registered Nurse/Nurse Resident - Renal Medical - Full Time - Mishawaka
Description: Minimum: 24.00 - Maximum 36.43 JOB SUMMARY Responsible and accountable for implementing, directing, communicating, and documenting the nursing process in accordance with current established standards (more...)
Company: Saint Joseph Health System
Location: Mishawaka
Posted on: 06/26/2019


Sales Representative - Rural Markets - Kokomo
Description: If you're exploring sales careers, you already know sales is the way to get ahead. You can sell just about anywhere, but the key is knowing how to spot the right opportunity. Have you ever noticed that (more...)
Company: Platinum
Location: Kokomo
Posted on: 06/26/2019

Get New Siding Work Today - Preview Leads In Your Area
Description: Over 25 million homeowners have trusted HomeAdvisor 1800Contractor to help them find quality professionals with the expertise to turn their home improvement
Company: HomeAdvisor
Location: Battle Creek
Posted on: 06/26/2019

Open Heart Surgical Technologist - Surgery - Full Time
Description: Three 12 hour shifts, with 10-15 days of call per month. JOB SUMMARY Prepares for scheduled operations and arranges sterile set up of instrument table according to estab--lished procedures. Assists surgeons (more...)
Company: Saint Joseph Health System
Location: Mishawaka
Posted on: 06/26/2019

$14/hour. General Laborer
Description: Job DescriptionThis company has been producing cartons for large and small companies for 25 years. The core of our business is manufacturing shipping containers. Our capabilities include printing multiple (more...)
Company: Kelly Services
Location: Battle Creek
Posted on: 06/26/2019

Get New Remodeling Work Today - Preview Leads In Your Area
Description: Over 25 million homeowners have trusted HomeAdvisor 1800Contractor to help them find quality professionals with the expertise to turn their home improvement
Company: HomeAdvisor
Location: Mishawaka
Posted on: 06/26/2019

Hairdresser, up to $17 an hour & $5000 Bonus!
Description: OverviewSignature Style Salons Stylist NOW HIRING ndash You control your pay Many Stylists who do a great job of customer service and sell additional products regularly make about 17 an hour including (more...)
Company: BoRics Hair Care
Location: Mishawaka
Posted on: 06/26/2019

Bid On Local Window Installing Jobs - Reach New Customers In Your Area
Description: Over 25 million homeowners have trusted HomeAdvisor 1800Contractor to help them find quality professionals with the expertise to turn their home improvement
Company: HomeAdvisor
Location: Kokomo
Posted on: 06/26/2019

Log In or Create An Account

Get the latest Indiana jobs by following @recnetIN on Twitter!

South Bend RSS job feeds