Employer Industry: Financial Services

Why consider this job opportunity:
- Comprehensive three-year training program and ongoing professional development
- Opportunity for career advancement within a respected Fortune 100 company
- Access to marketing support and technical assistance to grow your clientele
- Strong emphasis on integrity and ethical practices in client interactions
- Ability to make a meaningful impact on clients' financial futures
- Hybrid work model with flexibility to work from the Horsham office several times a week

What to Expect (Job Responsibilities):
- Collect and organize clients' financial information using a CRM to assess their financial status and goals
- Participate in educational meetings or seminars to research and offer sound financial advice
- Develop and implement customized financial plans that align with clients' needs and circumstances
- Assist clients with decisions related to life insurance, mutual funds, savings plans, and other financial products
- Utilize marketing and social media tools to identify and secure new clients

What is Required (Qualifications):
- Strong communication skills to explain complex concepts clearly
- Proven ability to network and prospect for new clients
- Experience or skills in relationship management
- Commitment to maintaining honesty and integrity in all interactions
- Availability to commute to the Horsham office several times a week

How to Stand Out (Preferred Qualifications):
- Experience in financial services or a related field
- Strong understanding of financial products and services
- Previous success in client acquisition and retention strategies
- Familiarity with CRM systems for managing client information
- Proficiency in leveraging social media for business development

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