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Vets Jobs: Business Development/Financial Services Professional

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Business Development/Financial Services Professional


Job ID:



Diamond Bar, CA 


Business Development, Consultant, Finance, Insurance, Sales


$50-70K per year

Job Views:


Zip Code:


Employment Type:

Full time




Accounting-Finance: Financial Planning-Advising, Financial Products Sales-Brokerage, Investment Management
Sales-Retail: Business Development-New Accounts, Financial Products Sales-Brokerage, Insurance Agent-Broker

Job Description:

We are currently seeking 8 new Financial Representatives over the next 6 months with experience in marketing, analysis, finance and/or client management. These agents will work with individual and enterprise clients in the Southern California area while providing clients comprehensive strategies to increase their wealth and achieve greater financial balance.

Job Responsibilities:
  • Provide sound financial recommendations to help insure financial security for clients, and possess the capability to move clients to take action and implement recommendations
  • Act as an advocate for your clients; commitment to enhance, enrich and serve client base
  • Implement cutting edge financial strategies to grow and develop long lasting, value based client relationships
  • Professional Growth: Commitment to engage in a career long process of ongoing training and education to acquire the knowledge of financial products and services in changing economic conditions
  • Expand a business practice by use of effective prospecting and referral based strategies, as well as identifying and cultivating new client relationships within target markets
  • Learn necessary selling skills practices

Job Requirements:

Education and Experience:
  • College degree or equivalent work experience
  • Basic computer skills with Windows and Microsoft Office Suite
  • History of progressive career advancement
  • Demonstrated education and professional development
  • Proven track record of goal achievement
  • Professional corporate level communications and acumen
Preferred Education and Experience:
  • BA or BS Degree, MBA or advanced degree a plus
  • Financial Services, Insurance or Investment experience a plus
  • Previous experience in Banking, Mortgages, Accounting or High-Margin/Revenue Sales
  • Management experience with clients or with teams
  • Marketing experience
  • Federal and State licenses/designations
  • Salary (Dependent on Experience)
  • Commissions
  • Bonuses
If you would like to learn more about the opportunity, please give me a call at 909-610-2480 or reply to me via email. We look forward to hearing from you.

YouTube video:

Company Info
Fortis Financial
1440 Bridgegate Drive Ste 295
Diamond Bar, CA, United States

Phone: 9096102480
Web Site: http://www.fortis-financial.com/

Company Profile

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