Entry Level Financial Advisor Trainee:Punjabi Speaking - (Dallas, TX)
Position details We are Partnered with a highly successful Financial Services organization in the Dallas/Fort Worth, TX that is looking for motivated individuals that speak Punjabi, Urdu or Hindi to join an existing successful Financial Advisor Team Must be Authorized to work in the United States. Unfortunately do not do any visa sponsors. Description: * Develop and cultivate client base * Consistently meet or exceed Company production objectives by persistently addressing the needs of the client * Market and sell appropriate products, including life insurance, disability income insurance, long:term care insurance, annuities, and investments * Comply with all industry and Company rules and regulations * Utilize data, market trends, and industry knowledge to develop and implement a personal business and marketing plan * Meet clients outside of the office to establish client needs and recommend appropriate products and services * Analyze
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From Tip Top Job - 1 month ago