Financial Consultant

POSITION SUMMARY

Responsible for providing financial advice to clients to help them achieve their financial goals. Helping people integrate their faith and finances through their investment, insurance, banking, and charitable giving decisions.

RESPONSIBILITIES AND DUTIES

1. Provide holistic investment, insurance, and charitable giving.
2. Maintain a strong knowledge of Everence products.
3. Generate new business and product sales within the designated region.
4. Build and maintain strong client relationships through excellent customer service, regular communication, and proactive outreach.
5. Build trust with clients through professional competence and empathy.
6. Cultivate connections and proactively deepen relationships to drive cross-sales and new opportunities.
7. Function effectively as part of a consultant team approach.
8. Acquire and maintain a working knowledge of all Everence products and services.
9. Periodically make group presentations.
10. Achieve the required licenses and complete continuing education credits and compliance requirements as needed to maintain all licenses.
11. Become proficient with the Customer Relationship Management (CRM) software and the OnBase software platform for workflows and file storage.
12. Acquire and maintain a thorough working knowledge of compliance regulations.
13. Additional duties as assigned.
14. Possess Certified Financial Planner (CFP) designation or be willing to pursue obtaining this designation.

QUALIFICATIONS

1. Close attention to detail and organization. Excellent interpersonal and communication skills, both written and verbal, with a respectful, diplomatic, and professional approach in interactions with others.
2. Ability to explain complex financial concepts in an easily understandable manner.
3. Willingness to follow a process for uncovering needs among prospective and existing Everence clients, with the goal of personally generating new business and/or referring opportunities to other colleagues.
4. Ability to work independently and as part of a team, working effectively with other support service team members.
5. Proficient in Microsoft Office Suite (Word, Excel, PowerPoint, and Outlook) and able to learn multiple database programs.
6. Self-disciplined and self-demanding; self-starter; motivated to excel; strong persuasive skills and energetic.
7. Strong ambition and desire to generate new business, with a sales orientation.
8. Appreciation for the mission of integrating faith and finance within a diverse community.
9. Results-oriented, strong follow-through skills.
10. Possess ego strength (resilience) to respond to both positive and negative outcomes.
11. When required for compliance, willing to disclose and certify all personal investment accounts, including any accounts held by your spouse, minor children, and immediate family members living in your household.
12. Belief in the mission of Everence and willingness to gain a solid general knowledge of Everence products and services, with respect for Christian faith and Anabaptist values.
13. Ability to travel regionally within a 30-mile radius of the local market on a regular basis and nationally overnight as needed.
14. Bilingual skills are a plus that helps Everence better serve our diverse clients, but they are not a requirement.

EDUCATION:
Bachelor’s degree or higher preferred; willingness to pursue additional designations

EXPERIENCE:
Administrative or sales experience, preferably in the financial services industry. A background in teaching, fundraising, or sales is beneficial. Willing to train.

LICENSE:
Obtain appropriate licensing for the respective products if not currently licensed

REQUIREMENT:
Fingerprinted to open mail and handle confidential client information

SUPERVISORY RESPONSIBILITIES: None