Career Opportunity - Financial Services Representative
The Financial Services Rep is responsible to expand the school district and municipality segment of our business while servicing our current educational and municipal base
Key Job Functions:
- Develop relationships that result in new clients for the firm. In addition, promote new ideas and services that result in extended services to existing clients.
- Demonstrate leadership in the firm, the profession, and the community, as well as demonstrate "one firm" behavior.
- Demonstrate expertise in appropriate industry and functional areas.
- Create ad hoc analysis as requested and from own initiation.
- Preparation of presentations in written, spreadsheet, and graphical form.
Qualifications:
- Series 7, 63/65 or 66, and Life Insurance licenses required.
- 5 years of experience in financial services with 2+ years as a financial advisor required.
- Experience with 403B and 457 plans required.
- Experience with retirement plans.
- Experience working with middle market clients.
- Proven record in directly generating and sustaining client relationships and yielding a meaningful level of revenue/margin contribution.
- Proven ability to give presentations.
- College degree required with preferred emphasis in Accounting or Finance.
Skills:
- Excellent verbal and written communication skills required.
- Exceptional organizational skills required.
- Strong analytical and problem solving skills required.
- Strong attention to detail and ability to multi-task required.
- Must have strong computer skills, including proficiency in MS Office applications.
We encourage you to submit your resume at hr@nisivoccia.com.
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Nisivoccia & Company LLP Certified Public Accountants and Consultants |
200 Valley Road, Suite 300 Mt. Arlington, NJ 07856 (973) 328-1825 Fax: (973) 328-0507 |
11 Lawrence Road Newton, NJ 07860 (973) 383-6699 Fax: (973) 383-6555 |