Client-Focused Financial Sales Associate

Become a vital part of Levels Financial Solutions Inc. as a Service/Sales Associate, fostering client relationships in financial advisory.

Your role will bridge connections and generate new business opportunities.
We seek an individual with 2-5 years in financial services or wealth management. You'll handle client inquiries, build long-term relationships, and conduct needs assessments to provide optimal solutions. Your drive for results and proactive engagement will enhance our service offering and client satisfaction.

Key Responsibilities:

• Manage incoming client inquiries with urgency

• Develop and nurture a portfolio of client relationships

• Conduct needs assessments to align offerings with client goals

• Present holistic financial solutions, including investments and insurance

• Exceed production targets through effective business development
Requirements:

• 2-5 years experience in financial services or insurance

• Strong communication skills for building rapport

• Results-oriented mindset, goal-driven approach

• Organized and reliable with follow-through capabilities

• Relevant licensing is a plus or willingness to obtain
Leverage your expertise and client engagement skills at Levels Financial Solutions Inc. to support comprehensive financial well-being.
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