Introduction to Rowland Investisure
Rowland Investisure is a leading financial services company that serves locations across the US, providing expert guidance on investing, retirement planning, 401k, IRAs, stocks, bonds, mutual funds, life insurance, and college funding. With a strong presence in the industry, we help individuals and businesses save on taxes and make informed financial decisions. Our company is built on the principles of flexibility, diversity, and inclusivity, and we are committed to creating a culture that celebrates authenticity and promotes growth.
About Our Industry
The financial services industry is a dynamic and fast-paced sector that requires professionals with a strong and diverse skillset. With close to $3 trillion moving annually, timing is crucial, and our team must be able to adapt quickly to changing market conditions. At Rowland Investisure, we believe in empowering our clients with the knowledge and tools they need to achieve their financial goals, and we are looking for talented individuals to join our team and help us make a meaningful impact.
Job Overview
In this hybrid remote role, you will have the opportunity to work with clients and help them navigate their financial planning options. As a Financial Professional, you will be responsible for guiding and assisting clients with their financial planning needs, including retirement plan rollovers, investments, life insurance products, annuities, college plans, and more. This is a part-time position with opportunities for growth and advancement, and we are looking for individuals who are passionate about delivering exceptional client service and building meaningful relationships.
Key Responsibilities
- Support the onboarding process for new clients and manage accounts
- Work with clients to ensure their dashboard accurately collects all relevant personal and financial information
- Consolidate accounts and keep information confidential
- Facilitate the collection of necessary statements/documents to transfer accounts to other accounts
- Track the transfer process to ensure the cost basis is transferred over accurately and efficiently
- Work with the operations team to facilitate the transfer process and track the status of each account transfer
- Maintain relationships with existing clients and identify new business opportunities
- Ensure that a proactive quarterly check-in is completed for all clients
- Proactively take responsibility for client requests by asking for help and anticipating what their next questions or needs might be
- Respond to all client inquiries about the Dashboard in Intercom, client support inbox, client team inbox, internal issues reported, and feedback forms submitted from clients
- Support in preparation and follow-up for client and prospective client meetings
- Escalate issues to technical help, document updates, communicate to relevant stakeholders, and see it through to resolution
- Catalog client feedback for product leads so that ideas can be incorporated into the product roadmap
Essential Qualifications
To be successful in this role, you will need to have:
- Business Development and Account Management experience
- A willingness to obtain a license or already have a license
- A strong customer service skillset and sales background
- Past remote work experience and the ability to work independently
- An outgoing personality and the ability to adjust communication style based on a prospect's/client's needs and attitude
- Impeccable follow-through and the ability to work with teams across the company
Preferred Qualifications
While not essential, the following qualifications are preferred:
- Experience in the financial services industry
- A strong understanding of financial planning and investment products
- Excellent communication and interpersonal skills
- The ability to work in a fast-paced environment and adapt to changing market conditions
Skills and Competencies
To be successful in this role, you will need to have a range of skills and competencies, including:
- Strong communication and interpersonal skills
- The ability to work independently and as part of a team
- Excellent problem-solving and analytical skills
- The ability to adapt to changing market conditions and priorities
- A strong focus on delivering exceptional client service
Career Growth Opportunities
At Rowland Investisure, we are committed to helping our employees grow and develop in their careers. As a Financial Professional, you will have the opportunity to:
- Develop your skills and knowledge in the financial services industry
- Build meaningful relationships with clients and help them achieve their financial goals
- Work with a talented and experienced team of professionals
- Advance your career and take on new challenges and responsibilities
Work Environment and Company Culture
At Rowland Investisure, we are proud of our diverse and inclusive culture, and we are committed to creating a work environment that is supportive and empowering. As a Financial Professional, you will have the opportunity to:
- Work in a hybrid remote role that offers flexibility and autonomy
- Be part of a talented and experienced team of professionals
- Participate in regular training and development opportunities
- Contribute to a culture that values diversity, equity, and inclusion
Compensation, Perks, and Benefits
As a Financial Professional at Rowland Investisure, you will be eligible for a range of compensation, perks, and benefits, including:
- A competitive salary of up to $150,000 per year
- Bonus opportunities and incentives for outstanding performance
- A flexible schedule that offers autonomy and work-life balance
- Health insurance and paid time off
- 401(k) and 401(k) matching
- The opportunity to work from home and participate in a remote work environment
Conclusion
If you are a motivated and client-focused individual who is looking for a new challenge and opportunity to grow, we encourage you to apply for this exciting role. As a Financial Professional at Rowland Investisure, you will have the opportunity to make a meaningful impact on the lives of our clients and contribute to a culture that values diversity, equity, and inclusion. Don't miss out on this opportunity to take your career to the next level and apply now!
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