Verdeo recognizes that, as a Financial Advisor, you have many options to consider when selecting a company to work for. We are extremely confident that you will find our Program to be one of the most competitive offerings in the industry. Our program is not for everyone, however. Our Advisors are considered to be part of our family and so therefore, we are seeking only the most talented and motivated professionals within the Financial Services industry to join our team. The ideal candidate will be striving to grow both personally and professionally within their careers. Our philosophy is to invest in our people by providing them with all the resources and support they need to consistently grow their business year after year. From top to bottom, our company systems were designed to enhance your productivity and increase your business. Please read through the following description and if you feel that this is a career opportunity that would interest you, please contact Phil Bodine at (916) 878-1045 or email your resume to philbodine@verdeofinancial.com to schedule a confidential interview.
Responsibilities include:
* Identifying potential customers
* Completing Fact Finder and Initial Needs Analysis with customer
* Educating clients on financial planning strategies
* Designing & Presenting Financial Plan
* Working with clients to implement Financial Plan
* Ability to work within a team environment in order to leverage internal resources and provide the best service possible to your client
* Continual follow up with client in order to ensure that plan is current and appropriate for their situation.
We provide:
* Competitive pay structure.
* In house Customer Service & New Client Support
* In house Compliance Department
* Monthly marketing to past clients, sphere of influence, and Industry Partners
* Quarterly Newsletter to all past clients, sphere of influence and Industry Partners
* Ongoing one-on-one training
* Access to latest technology
* Company website with “back end” intranet information (forms, marketing, customer service, etc…)
* Unlimited access to pre-established marketing materials
* A business model based on strong ethics and professionalism – “Built to Last”
* Ability to work remotely from home or from within our corporate facility
* Continual investment in career resulting in long-term career opportunity
* Managing Partners represent 35 years of business experience to learn from – strong emphasis in sales, long term business development & customer service.
Minimum Requirements:
* CA Life Insurance License
* Familiarity with various financial planning strategies and concepts
* At least 2 years of experience as a Financial Advisor
* Ideal candidate will have worked as a Financial Advisor and will be comfortable in a sales oriented position
* Strong customer service & presentation skills
* Positive attitude
* High sense of urgency
* Aptitude (ability to comprehend and articulate financial scenarios)
* Integrity
* Professionalism
* Initiative