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 bui...