Skip Navigation
UT wordmark
College of Liberal Arts wordmark
lacs masthead
lacs masthead
Robert Vega, Director FAC 18 / 2304 Whitis Ave. Stop G6200 78712-1508 • 512-471-7900

Financial Process Group, Financial Representative, Application Deadline, BTT Gateway Job ID 7974

Fri, April 25, 2014

Are you looking for a rewarding career? A career with high earning potential? Do you want to work for a company with an excellent reputation? We may have the career you are searching for. 
We've been helping people like yourself define their careers and develop relationships with clients that may last a lifetime. 
In addition to our carefully crafted career opportunities and lucrative Financial Representative contract, we offer an exclusive web-based client servicing system, The Living Balance Sheet. This client relationship tool is designed to help ensure the success of our representatives, set you apart from the competition, and provide a proven streamlined sales process to help you optimize your sales method. 


Responsibilities: 
Professional Growth: Commitment to engage in a career long process of ongoing training and education to acquire above average skill and knowledge of all financial products and services where applicable to changing economic conditions and market shifts. 

Learn and implement existing client resource tools, and employ cutting edge financial strategies to grow and develop long lasting, value based client relationships. 

Expand a business practice by use of effective prospecting and referral based strategies, as well as identifying and cultivating new client relationships within a targeted market niche. 

Provide sound financial recommendations to insure financial security for clients, and possess the capability to move clients to take action and implement said recommendations. 

Learn best selling skills practices and/or willingness to improve/develop existing sales skills 
Act as an advocate for your clients; commitment to enhance, enrich and serve client base. 

Willingness to engage in necessary and targeted daily business activities to achieve desired sales production results. 



Skills: 
Above average communication skills 
Strong-interpersonal (relationship) skills on many levels 
Emotional intelligence 
Good presentation ability 
Service oriented 
Ability to develop trusting relationships 
Problem Identifier; solutions oriented 
Time Management/Organizational abilities 



Ideal Candidate Profile 
Reputable, Trustworthy, and Ethical 
A Success Pattern 
Seeking Independence 
Seeking Entrepreneurial Opportunity 
Cares About Others 
Desires a Balanced Life 



Requirements: 
Highest level of integrity, ethics & trustworthiness 
Affinity for education and professional development 
Entrepreneurial minded 
Desire to help others achieve financial security 
Self disciplined and self-motivated 
Strong work ethic 
Commitment to personal growth 
Goal oriented 
Prior pattern of professional and academic success 
Have or will secure a series 6, 7 and 63, as well as life and health licenses. 
Willingness to obtain certain recognized industry professional designations as a commitment to professional development. 

Compensation: 
Comprehensive compensation package includes: salary, commission incentives, benefits, 401k plan, Deferred Comp. and extensive training. 

See BTT Gateway Job ID 7974


Bookmark and Share
bottom border