Financial Professional Associate

Summary

The Financial Professional Associate career with Pacifi Cross Indonesia Advisors is multi-faceted.  In general, the entrepreneurial individual who successfully qualifies and is selected for this career opportunity will work within a team of Financial Professionals whose goal is to successfully help their clients achieve financial goals.

The Financial Professional Associate will participate in a comprehensive development program that is ongoing throughout their career and designed to offer many future career choices.  Those choices include (among others) becoming a solution specialist, a fee based financial planner, or progressing into a leadership role and leading a team of advisors.

 

Overall Responsibilities

Consult with clients to create needs-based solutions to help clients meet their financial goals by applying a combination of investment, protection and retirement planning strategies

Build a loyal client base by networking, target marketing and excellent customer service

• Assist existing Pacifi Cross Indonesia clients through our lead generation programs
• Work in a team environment to assemble the best possible solutions for our clients

Essential Career Functions

A successful Financial Professional Associate at Pacifi Cross Indonesia Advisors can master the complexities of our industry.  They will understand how changes in our industry and the world can affect the recommendations we make to our clients.  A day in the life of a Financial Professional Associate may include the following:

• Developing marketing strategies to continually engage existing clients and prospect for potential clients
• Analyzing information gathered from client meetings and developing proposed solutions
• Establish financial plans for clients as a licensed financial planner
• Conducting outreach to existing clients to ensure their portfolios are current and satisfactory to meet their individual needs and goals
• Delivering educational presentations or seminars to individuals or groups regarding a broad range of topics relevant to investment, retirement or protection options
• Ensuring that all work abides by compliance standards set forth by the industry’s regulatory bodies as well as Pacifi Cross Indonesia Advisors

Required Skills, Knowledge and Experience

Pacifi Cross Indonesia Advisors, one of the Pacifi Cross Indonesia Financial Companies, is looking for individuals who are committed to making an impact in the lives of the people with whom we work. Because of our comprehensive training and development program, no prior knowledge of the financial services industry is required, but prior exposure to the industry and the career is a plus.  We are seeking individuals with these attributes:

• Self-starter
• Entrepreneurial mindset
• Customer service champion
• Engaging and compelling communicator and negotiator
• Problem solver
• Life-long student (seeks continued education and professional development)
• Critical thinker
• Prior sales experience is a plus
• College degree a plus but equivalent work/life experience will be considered.  A high school diploma or GED equivalent is required
• We are looking for Experienced Advisors to join our Team

You’ve built a successful practice and now you want more. At Pacifi Cross Indonesia Advisors we want to help you grow your business and be a resource to you and your clients.

Pacifi Cross Indonesia will provide you with the tools, the products, and a platform to deliver an outstanding client experience. Together, we help you achieve your goals through:

• Our open architecture platform for client solutions
• Our competitive payouts
• Our practice building support

We know that making a move is a big decision. We support you by offering financial packages designed to make your transition to Pacifi Cross Indonesia as smooth as possible. Let’s have a confidential conversation today.

When joining Pacifi Cross Indonesia Advisors, we offer

• Pension Enhancement for Top Financial Professionals
• Pacifi Cross Indonesia Employee Savings Plan (PESP) – 401(k)
• Cash Balance Pension Plan
• Medical, Dental, and Vision benefits
• Robust compensation packages
• Transition support
• Practice Building programs
• Access to Pacifi Cross Indonesia clients