Sales Representative

Há 3 dias

Belém, Pará, Brasil beBeeAccount Tempo inteiro US$70.000 - US$100.000

About the Role:

\

As a seasoned sales professional, you will be responsible for developing individualized financial plans, providing investment-related analysis and advice, and executing investment plans to existing and new client relationships.

\

You will work closely with a Financial Advisor Team to achieve this goal, utilizing your knowledge of market conditions, firm research, and available investment products and strategies.

\

Your primary responsibilities will include:

\
  • \
  • Financial Guidance: Keep current on market conditions, firm research, and available investment products and strategies. Use a financial planning approach during the sales and delivery process, and act as a primary advisor for assigned accounts.\
  • Initiative: Assist the FA Team in implementing a defined asset allocation and investment strategy, offer investment ideas and advice beyond investments based on firm resources and team guidelines.\
  • Building Relationships: Meet with existing and new clients to identify their needs and coordinate the delivery of investment, fiduciary, and lending solutions to satisfy those needs.\
  • Client Service Strategy: Implement a high-quality client service strategy within the FA Team's guidelines to ensure exceptional customer experience.\\-
\

Requirements:

\
  • \
  • Bachelor's Degree and 5 years of relevant work experience in financial services preferred.\
  • Series 7, 63/65 or 66 and a life insurance license (or become licensed within 6 months).\
  • CFP or other similar financial industry-related designation preferred.\
  • Strong oral and written communication skills.\
  • Detail-oriented.\
  • Ability to manage own time to support team goals.\
  • Ability to work in a fast-paced, deadline-oriented environment.\
  • Critical thinking skills.\
  • High ethical standards.\-
\

What We Offer:

\
  • \
  • A competitive salary package.\
  • Paid Parental Leave.\
  • Generous Paid Time Off.\
  • Eligibility for a referral bonus.\
  • Professional Development Assistance Plan.\-
\

About Us:

\

We are an award-winning full-service financial services firm committed to understanding our clients' needs and providing advice beyond investments.

\

We value diversity and inclusion, creating a workplace where employees can thrive and grow professionally.

\

Fostering a positive work environment is a top priority, and we have earned the Great Place to Work certification.

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We recognize that when our team members succeed, our firm does too.

\

We provide a supportive environment that promotes respect, integrity, teamwork, achievement, and acceptance regardless of age, disability, education, gender, gender expression, gender identity, job level, marital status, military status, national origin, parental status, pregnancy, race, religion, sexual orientation, socioeconomic status, or other protected factors.

\Seniority Level:\
  • \
  • Mid-Senior level\-
\Employment Type:\
  • \
  • Full-time\-
\Job Function:\
  • \
  • Sales and Business Development\-

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