Financial Professional Position Description
Expectations
Exciting new career opportunities that can help make a difference in the lives of others. We partner with you to build the skills needed to launch a successful career in the financial services industry.
Position Overview
As a Financial Professional in our Development Program, you will work with clients to help them realize a lifetime of possibilities through the implementation of comprehensive strategies for retirement, estate and business planning, and income protection. You will accomplish this by offering a full range of insurance and investment products.
Position Responsibilities
- Utilizing a process-driven approach while providing clients with customized planning solutions based on their individual needs.
- Acquiring and servicing a growing client base by delivering exceptional financial products and programs that help people protect loved ones, accumulate assets, and distribute wealth efficiently
- Creating and building a successful financial practice around your skills and abilities.
- Developing and maintaining strong, ongoing client relationships through excellent service.
- Working with people—like you—who understand the potential rewards of a career built on trust, respect, collaboration and teamwork.
- Complying with all company and site policies and procedures.
- Remaining current in profession and industry trends.
- Successfully completing regulatory and job training requirements.
- Performing other duties as assigned.
Opportunities
- A comprehensive, hands-on training program that will teach you the marketing, sales, and practice-building skills you'll need to build a solid insurance-based financial practice.
- Unparalleled professional support, including mentoring and teaming opportunities from experienced leaders and financial advisors committed to your success.
- Receiving a base compensation during your training program, commissions and benefits so you can focus on developing your skill sets.
- Obtaining training and licenses required for the industry (Series 6 or 7, Life & Disability Insurance, etc.)
- Building a career path as a financial professional with unlimited earning potential where you are in control of your own schedule.
- Working in a culture that has a small company feel with the backing of and connection to a larger company.
Education/Licenses/Professional Designations
• Bachelor’s degree preferred
Skills & Abilities
- Excellent communication and interpersonal skills
- Strong sales experience and/or ability
- Thrive in a fast-paced, challenging, and exciting work environment.
- Good problem-solving skills
- Enthusiastic, high energy and positive attitude
- Self-starter with strong sense of ownership and ability to work autonomously
- Ability to make a positive contribution as demonstrated by learning new skills and making suggestions for process/procedure improvement.
- Ability to work with others in a collaborative team environment.
PS&G Financial Partners is proud to call Penn Mutual a Preferred Partner. We strive to embody the Penn Mutual Values, and we expect all associates to exemplify them as well :
Acting With Integrity—We have the conscious intention to do the right thing.
Respecting One Another—We see each other’s distinctiveness as a valued asset.
Focusing on Relationships—We foster meaningful connections with others.
Sustaining Our Legacy—We are trusted guardians for what we promise.
A Shared Sense of Belonging—We evoke our place as part of a world that we influence and influences us.
PS & G Financial Partners is committed to Equal Employment Opportunity (EEO). We provide employment and advancement opportunities to all qualified applicants and associates, according to applicable laws. This is reflected in our practices for hiring, placement, promotion, transfer, demotion, layoff, termination, recruitment, compensation, selection or training, and all other terms and conditions of employment. All employment-related decisions and practices are free from unlawful discrimination. This includes: race, creed, color, national origin, ancestry, citizenship age, gender (including pregnancy), sexual orientation, gender identity or expression, domestic partnership or civil union status, marital status, genetic information, disability, religious observance or practice, liability, veteran status or any other classification protected under applicable law.
Leaders may, at their discretion, change the responsibilities in this position description at any time due to reasonable accommodation and/or other business reasons.
Please contact us today to make an exciting career change!
