Job Description

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Job Title: Financial Strategist

Rockwell Associates is looking for an entrepreneurial minded, success driven individual to join their financial services team. Rockwell Associates has been serving Wilmington and the State of Delaware since 1965. Opportunities are available for individuals interested in starting a career in financial services, as well as, experienced/licensed agents looking for better support, advanced sales training, as well as the opportunity to earn increased compensation.

Rockwell Associates’ Financial Strategists are the people that clients turn to for planning concerns, such as: insurance protection, estate planning, college funding strategies, business planning, and investment strategies*. As a Financial Strategist, you will be responsible for working with your clients to assess their financial needs, develop strategies for them to achieve their financial goals, and then implement those recommendations by offering the appropriate financial products, in an effort to provide them with a lifetime of solutions.

Responsibilities:
As a member of the Rockwell Associates team, you will:
* Prospect and obtain referred leads within a defined market
* Build a sustainable client base; forming long term relationships with your clients
* Participate in firm and broker/dealer sponsored training programs
* Utilize a process driven approach with all of your prospects, understanding that a
one-size-fits-all approach does not work within the planning process
* Develop and maintain client relationships through excellent service
* Work in a joint work culture in an effort to expedite your learning curve, and enter new markets

Qualifications:
* Desire for success and an excellent work ethic
* Outgoing personality with strong interpersonal skills to establish & maintain long-term client relationships
* Effective communication and presentation skills as well as strong personal confidence
* Analytical skills to evaluate client needs and make appropriate recommendations
* Effective time management and organization skills
* Ability to work both independently and within a team

Training:
In an effort to provide our new and experienced strategist  with the highest opportunity for success, we provide training in the following areas:
* Product Training
* Sales Process Training
* Marketing and Business Development Programs
* Advanced Sales Support
* Seminar Selling
* Referral Gathering Program

Compensation:
As a Financial Strategist you will receive compensation through the following sources:
* Financing Subsidy (Inexperienced Representatives Only)
* Commissions
* Expense Reimbursement Allowance/ Enhancements
* Renewals
* Attendance at club conferences

1521 Concord Pike Brandywine West Suite 305 Wilmington, DE 19803

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