Transform client financial journeys with Levels Financial Solutions Inc. as a Service/Sales Associate, where you'll engage clients and drive business growth in a collaborative environment.
This role requires an individual who excels in client engagement and relationship-building while ensuring that client needs are met. You will be responsible for handling inquiries, conducting needs assessments, and nurturing a portfolio of client relationships. Your entrepreneurial spirit is essential as you exceed production targets by generating leads and collaborating on complex client strategies.
Key Responsibilities:
- Handle inbound client inquiries with professionalism
- Build and maintain sustainable client relationships
- Conduct thorough needs assessments for clients
- Generate leads through networking and referrals
- Collaborate with senior advisors on client strategies
Requirements:
- 2–5 years in financial services or related field
- Excellent communication and rapport-building skills
- Results-driven mindset with a focus on client success
- Entrepreneurial attitude toward tasks
- Relevant licensing is a plus or willingness to learn
Make an impactful difference in financial planning, transforming relationships at Levels Financial Solutions.
Contact Details:
Levels Financial Solutions Inc. Recruitment Team
