Relation Insurance Services
Financial Advisor
Tulsa, OK
Sponsorship not specifiedDetected 13 days ago
ExcelCommunicationTime ManagementOrganizational SkillsMicrosoft Office
About the role
- Note: The above is not all encompassing of the full position description.
- The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled.
Responsibilities
- Proven ability to manage and grow a book of high-net-worth clients.
- Excellent interpersonal, presentation, and communication skills to maintain effective relationships with clients, co-workers, and vendors.
- Strong time management and organizational skills; able to work independently and manage multiple tasks effectively.
- As a key player in the insurance market, we pride ourselves on our dynamic culture, collaborative environment, and continuous drive for success.
Requirements
- High school diploma or equivalent required.
Skills
- The above is not all encompassing of the full position description.
- A reasonable estimate of the current range is presented within this posting.
- $0.00 - $0.00
Compensation
- Achieves annual new revenue objectives through consultative sales to new clients and expansion of service lines to existing clients.
Benefits
- A safe and healthy work environment provided by our robust benefit program including family health and wellness programs, 401K, employee assistance programs, paid time off, paid holidays and more.
Company info
- Relation Insurance is a leading, innovative company with a strong commitment to excellence and a passion for delivering cutting-edge solutions to our clients. As a key player in the insurance market, we pride ourselves on our dynamic culture, collaborative environment, and continuous drive for success. With a rich history and a bright future ahead, we are looking for exceptional individuals to join our team and contribute to our ongoing growth and success.
- The Financial Advisor provides comprehensive financial planning and investment management services to clients. The individual in this role develops tailored strategies, manages client relationships, conducts portfolio reviews, and ensures plans align with long-term objectives. The Financial Advisor also monitors market trends, regulatory changes, and collaborates with internal teams to deliver a seamless client experience.
- Relation Insurance is a leading, innovative company with a strong commitment to excellence and a passion for delivering cutting-edge solutions to our clients.
- With a rich history and a bright future ahead, we are looking for exceptional individuals to join our team and contribute to our ongoing growth and success.
- Career advancement and development opportunities.
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