Note: The job is a remote job and is open to candidates in USA. Forrest T. Jones & Company provides investment, insurance, and retirement planning services to individuals, employers, and families. The Financial Services Representative develops relationships with educational institutions and companies, grows retirement plan participation and assets under management, and helps clients create financial plans for retirement and other life events.
Responsibilities
- Recruit new and grow existing assets under management
- Meet with prospects and existing clients to discuss their financial goals, educate and answer questions about various investment options and potential risks
- Meet with School Districts and businesses providing financial planning education designed to improve 403(b)/457(b)/401(k) plan participation rates
- Assess the financial needs of individuals and assist them with developing a financial plan
- Memorialize and input prospect and client communication into CRM
- Perform other related duties as assigned and required
Skills
- Ability to work independently and with a strong internal drive for achievement
- Requires excellent oral and written communication skills and the ability to make effective presentations to specific target groups
- Proficient in Excel, Word, and PowerPoint
- Series 6 or 7, 63, & 65/66 or able to obtain within first 90 days of employment
- Missouri and/or Kansas Life and Health licenses
- Prior work experience in mutual funds, annuities, and Life Insurance
- Prior work with group benefit plans and 501(c)(3) organizations preferred
Benefits
- Remote work location in Northeast Missouri
- Company-paid medical insurance for full-time employees
- Company-paid short-term disability (STD) insurance for full-time employees
- Company-paid long-term disability (LTD) insurance for full-time employees
- Company-paid life insurance for full-time employees
- Voluntary dental insurance for full-time employees
- Voluntary vision insurance for full-time employees
- Voluntary life/AD&D insurance for full-time employees
- 401(k) with company matching for full-time employees
- Generous paid time off for full-time employees
Company Overview