Return to search results

Processing Application...Please Wait...  Processing

Financial Services Rep
Kansas City, Missouri


Financial Services Representative
Work for a well established company.

Establish, maintain, and enhance relationships with education institutions and other non-profit entities to increase 403(b) and 457 retirement plan participation.
Work with employees, individuals and their families to prepare financially for retirement and various life events.
Northeast Missouri Territory.

  • Recruit new and grow existing assets.
  • Meet with prospects and existing clients to discuss their financial goals, educate and answer questions about various investment options and potential risks.
  • Meet with School Districts and non-profit organizations providing financial planning education designed to improve 403(b)/457(b) plan participation rates.
  • Assess the financial needs of individuals and assist them with developing a financial plan.
  • Memorialize and input prospect and client communication into CRM. 
  • Ability to work independently and with a strong internal drive for achievement.
  • Requires excellent oral and written communication skills and the ability to make effective presentations to specific target groups.
  • Proficient in Excel, Word, and PowerPoint
  • Series 6 or 7, 63, & 65/66 or able to obtain within first 90 days of employment.  
  • Missouri and/or Kansas Life and Health licenses.
  • Prior work experience in mutual funds, annuities, and Life Insurance a plus.
  • Prior work with group benefit plans and 501(c)(3) organizations preferred.
For immediate consideration: please email your resume to:

Direct Hire Opportunities

Share this job:

Job Contact:

Janine Bedora

Processing Application...Please Wait...  Processing