Financial Services Representative in Colorado Springs, Colorado For Sale

Title: Financial Services Representative Location: United States-Colorado-Colorado Springs Other Locations: null Financial Services Representatives (FSRs) are responsible for the marketing, sale and service of New England Financial products that meet the needs of clients. Establish a financial services practice that upholds New England Financial Vision and Values. Principal Responsibilities: ** Develop and cultivate client base ** Consistently meet or exceed Company production objectives by persistently achieving the needs of the client. ** Market and sell appropriate products, including life insurance, disability income insurance, long-term care insurance, annuities, and investments. ** Comply with all industry and Company rules and regulations. ** Utilize data, market trends, and industry knowledge to develop and implement a personal business and marketing plan ** Meet clients inside and outside of the office to establish client needs and recommend appropriate products and services. ** Analyze, prepare and deliver presentations and seminars to clients through the effective use of information, data and product knowledge. ** Responsible for the appropriateness of all products sold to customers. ** Demonstrate outstanding client service and support by continuing to assist current clients in achieving their changing financial objectives ** Actively participate in on-going training as provided by the Company. ** Maintain all books, records and accounts required by New England Financial. ** Attend firm meetings and required training sessions. Knowledge/Skills/Competencies Required: ** Business ethics, honesty and integrity ** Strong influencing and interpersonal skills ** Customer service focused ** Demonstrated ability to balance working autonomously with contributing to the team's or firm's objectives ** Ability to learn and adhere to compliance regulations and all New England Financial policies and procedures in regards to the sale and service of all New England Financial products ** Knowledge of, or the ability to learn New England Financial products and explain the products to clients and colleagues ** Knowledge of, or the ability to learn, prospecting and selling processes, and the ability to manage the delivery of these systems ** Ability to manage own performance effectively; ability to adjust schedule in order to respond to ambiguity, obstacles and opportunities. ** Ability to incorporate lessons learned to anticipate and plan for future challenges/opportunities. Job Requirements: ** Have or willing to obtain appropriate FINRA Registration and State Licensing: Life/Health, Series 6/7, 65/66, 63 as applicable ** High School Diploma or Equivalent ** Must be a US Citizen or permanent resident New England Financial is an Equal Opportunity Employer Lxxxxxxxx18[expxxxx][All States][DC]