As part of our ongoing expansion, The Farese Group is looking for a qualified financial professional in the Baton Rouge, LA and Jackson, MS areas. The Farese Group assists hundreds of clients with the transition into retirement. We have offices located in Ridgeland, MS and Little Rock, AR. We are a dynamic, independent firm providing professional advice and personal service. Our business philosophy is focused upon providing independent advice and exceptional personal service to our clients.
We are looking for representatives with a minimum of 5-7 years of experience and a desire for a long term career with a quality firm. Series 7, 63, and insurance licenses are a must. This position offers competitive benefits, a generous 401k, a great team environment, and long-term potential for equity participation. Securities are offered through Securities America Inc. member FINRA/SIPC.
For more information about becoming a part of the Farese Group, please email your resume to careers@faresegroup.com.
Job Description:
Registered Representative
The function of the Registered Representative is to provide consultative services to clients and ensure that future and existing clients are confident in working with your company for their retirement planning.
Responsibilities:
· Meet with future clients throughout the sales process.
· Meet with existing clients throughout the review process.
· Perform telephone review meetings.
· Post marketing flyers for workshops.
· Participate in sales meetings.
· Participate in Client Focus meetings.
· Write new business and close cases.
· Understand and use the appropriate contact management system functions.
· Participate in workshops.
· Keep active with various types of Continuing Education.
· Follow systemized dictation checklist.