LSG Financial Services announces a staff opening for a full time Financial Consultant in Bloomfield Hills.

SUMMARY:

Interact with clients to help meet retirement goals through sales of new products.

QUALIFICATIONS:

• Five years related work experience in the financial services industry. Life insurance license, plus Series 6, 63, 66 or 7 preferred.
• Experience with Morningstar, eMoney, and Financial Connection preferred.
• Excellent written and verbal communication skills, strong analytical, math skills, presentation, and sales skills. Exceptional organization and multi-task skills, accuracy and attention to detail. Work efficiently and in a proactive manner. Interpersonal skills sufficient to work with public and staff. Customer-centric, professional approach in working with a variety of people. Ability to work within a team as well as independently with little supervision. 
• Intermediate proficiency using Microsoft Office including Outlook, Word, and Excel.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

1.             Coordinate 401(k) enrollment meeting with plan sponsors. Conduct group and one on one educational meeting for participants. Build relationship with plan sponsors and participants.

2.             Assist participants with 401(k) asset allocations and other investment needs.

3.             Participate in investment review meetings when requested.

4.             Conduct semi-annual and annual review of client’s investment. Analyze client’s current investments to identify retirement gaps and provide solutions to meet retirement goals.

5.             Identify and work with new prospects on an on going basis both inside and outside of 401(k) plans.

6.             Perform account reviews based on client’s needs.

7.             Maintain confidentiality of all information related to clients, customers, employees and carriers.

Please send resumes to:                   

Melissa Morof, Senior Human Resources Specialist

2369 Franklin Road

Bloomfield Hills, MI 48302

E-Mail: HR@lsgip.com