Financial Services Professional
Job Profile and Description:
The Financial Services Professional is an Entry Level training position with a growing financial planning firm that enjoys helping people! Progressive, family owned firm that cares about their employees, the families and communities they serve, and that likes to have fun while they do it!
The ideal candidates will possess the following:
• Can-Do Attitude!
• Willingness to learn and take on new challenges
• Creative and Self Motivated
• Team Player open to Collaboration
• Willing to work and have fun in a small office atmosphere!
• Great Communication skills with both Clients and Co-Workers
• Self-starter and able to work with, and without, direct supervision
• Time Management and ability to prioritize on-the-fly
• Willing to pitch in and assist with any task needed
• Buy-in to the philosophy: “The Customer’s needs always come first!”
• True interest in, and desire to learn more, about the financial planning industry
• Bachelors' degree in Business, Finance, Marketing, or related field of study.
Position Description:
• Salaried, full-time entry level position. First step in the MFG Career Path Training Program to become part of our growing financial planning team.
• Training path designed around the successful candidates interests within the financial services field: Financial Planning, Sales, Administration and Operations, Investment Management, Insurance, etc.
• Position is designed to allow employee to learn and experience all facets of the business and the culture of the firm.
• Receive training in the following areas: Back-office administration and customer service, the consultative sales process, the financial planning process, investment processes and platforms, and overall marketing programs and systems.
Ideal Candidate will possess the following skills:
• Communication Skills: Must be able to communicate in an effective and friendly manner with all clients, vendors, associated persons, and co-workers, both on the phone and in person. Willing/able to make effective sales and service calls as needed.
• Persuasion Skills: Candidate must be able and willing to communicate with prospects to help show and demonstrate to them the benefits of setting an appointment with and doing business with MFG. Willing to learn how to use a soft-sell, informative approach, to selling the benefits of working with our firm.
• Computer / Technology Skills: Adept at spreadsheet and problem-solving software, word processing programs, CRMs, and communication software. Working knowledge of online communication programs and social media. Must appreciate and embrace the utilization of technology in the workplace.
• Reasoning Ability: Ability to define problems, collect data, establish facts, and draw vital conclusions. Ability to summarize these findings into usable, actionable data.
MFG is currently seeking to fill one full-time, salaried, 40+ hour-per-week position to be located in our Red Oak, IA office. $40,000 Starting Salary with opportunity for bonuses and advancement. Full benefits package including PTO, 401k with Profit Sharing, and health and dental insurance. Opportunities for advancement and growth within the firm are based upon the needs of the firm, the interests of the employee, and skill sets in which they excel.
Potential positions along the MFG Career Path include:
• Financial Advisor
• Relationship Manager
• Para-Planner / Financial Planning Specialist
• Sales and Business Development
• Customer Service and Support Staff
• Insurance Sales
Please send a copy of your resume' and cover letter by email to:
Dan Miller, CFP ®
President
Miller Financial Group, Inc.
505 N 3rd St., P.O Box 637
Red Oak, IA 51566
Phone: ------------ | Fax: ------------
------------
------------
Job Profile and Description:
The Financial Services Professional is an Entry Level training position with a growing financial planning firm that enjoys helping people! Progressive, family owned firm that cares about their employees, the families and communities they serve, and that likes to have fun while they do it!
The ideal candidates will possess the following:
• Can-Do Attitude!
• Willingness to learn and take on new challenges
• Creative and Self Motivated
• Team Player open to Collaboration
• Willing to work and have fun in a small office atmosphere!
• Great Communication skills with both Clients and Co-Workers
• Self-starter and able to work with, and without, direct supervision
• Time Management and ability to prioritize on-the-fly
• Willing to pitch in and assist with any task needed
• Buy-in to the philosophy: “The Customer’s needs always come first!”
• True interest in, and desire to learn more, about the financial planning industry
• Bachelors' degree in Business, Finance, Marketing, or related field of study.
Position Description:
• Salaried, full-time entry level position. First step in the MFG Career Path Training Program to become part of our growing financial planning team.
• Training path designed around the successful candidates interests within the financial services field: Financial Planning, Sales, Administration and Operations, Investment Management, Insurance, etc.
• Position is designed to allow employee to learn and experience all facets of the business and the culture of the firm.
• Receive training in the following areas: Back-office administration and customer service, the consultative sales process, the financial planning process, investment processes and platforms, and overall marketing programs and systems.
Ideal Candidate will possess the following skills:
• Communication Skills: Must be able to communicate in an effective and friendly manner with all clients, vendors, associated persons, and co-workers, both on the phone and in person. Willing/able to make effective sales and service calls as needed.
• Persuasion Skills: Candidate must be able and willing to communicate with prospects to help show and demonstrate to them the benefits of setting an appointment with and doing business with MFG. Willing to learn how to use a soft-sell, informative approach, to selling the benefits of working with our firm.
• Computer / Technology Skills: Adept at spreadsheet and problem-solving software, word processing programs, CRMs, and communication software. Working knowledge of online communication programs and social media. Must appreciate and embrace the utilization of technology in the workplace.
• Reasoning Ability: Ability to define problems, collect data, establish facts, and draw vital conclusions. Ability to summarize these findings into usable, actionable data.
MFG is currently seeking to fill one full-time, salaried, 40+ hour-per-week position to be located in our Red Oak, IA office. $40,000 Starting Salary with opportunity for bonuses and advancement. Full benefits package including PTO, 401k with Profit Sharing, and health and dental insurance. Opportunities for advancement and growth within the firm are based upon the needs of the firm, the interests of the employee, and skill sets in which they excel.
Potential positions along the MFG Career Path include:
• Financial Advisor
• Relationship Manager
• Para-Planner / Financial Planning Specialist
• Sales and Business Development
• Customer Service and Support Staff
• Insurance Sales
Please send a copy of your resume' and cover letter by email to:
Dan Miller, CFP ®
President
Miller Financial Group, Inc.
505 N 3rd St., P.O Box 637
Red Oak, IA 51566
Phone: ------------ | Fax: ------------
------------
------------