Financial Consultant

About Renaissance Financial

We at Renaissance Financial are passionate about helping our clients achieve financial freedom. We are looking for a Financial Consultant to join our team in providing comprehensive financial strategies to clients. As a Financial Consultant, you will have the opportunity to be in control of your career and help others achieve their financial goals.

Licenses & Registrations Required

• Life & Health Insurance
• FINRA SIE
• FINRA Series 7
• FINRA Series 66

*Required registrations and licenses to be completed upon offer acceptance

Primary Responsibilities

• Build and maintain long-term relationships with clients
• Implement targeted marketing strategies to engage prospective clients
• Design and execute innovative financial strategies for clients
• Utilize the expertise of specialists within the firm to run a productive practice

Essential Characteristics

• Strong communication skills
• Ability to assess client needs and financial situations effectively
• Capacity to address complex financial issues with tailored solutions
• Skills in implementing marketing strategies
• Dedication to fostering long-term relationships
• Flexibility to update strategies based on market conditions
• Building and maintaining client trust