Drive financial success for members as a Full-Time Financial Advisor at Conexus in Coronach. Leverage your expertise to provide sound advice and tailored solutions.
In this role, you will proactively identify and set members' financial goals while offering strategic solutions. You'll fulfill financial service needs through account, investment, and lending products. Your outreach efforts will educate both members and potential clients about our offerings, ensuring satisfaction and retention through referral to experts.
Key Responsibilities:
• Identify member financial goals and provide tailored advice
• Offer investment and lending products based on member needs
• Conduct outreach to educate on product values
• Increase member satisfaction and retention through follow-ups
• Represent Conexus to enhance membership growth
Requirements:
• 1 to 2 years in a financial advisory role
• Sales experience advantageous but not required
• Knowledge of portfolio mana...