Financial Services Representative

Forrest T Jones & Company•Kansas City, MO

3d•Remote

About The Position

FTJ Retirement Advisors provide advice with Investment and Insurance-related services to individual clients, employers and families. These services are delivered through an innovative financial planning approach that helps clients achieve their goals. Forrest T. Jones & Company (FTJ) is a third -generation, family-owned business whose history stretches back more than 65 years. FTJ is an insurance agency, broker, and third-party administrator licensed in all U.S. states and the District of Columbia who today serves more than half million insured through its national, regional marketing and third-party administration activities.

Requirements

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.
Proficient in Excel, Word, and PowerPoint
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

Nice To Haves

Prior work with group benefit plans and 501(c)(3) organizations preferred.

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.