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Financial Consultant - Organizational Services

Everence Financial

Role overview

Qualifications

  • High attention to detail and organization
  • Excellent interpersonal and communication skills
  • Ability to explain complex financial concepts simply
  • Proficient in Microsoft Office Suite

Responsibilities

  • Provide holistic investment, insurance, and charitable giving advice
  • Maintain knowledge of Everence products
  • Generate new business and sales of products
  • Build and maintain strong relationships with clients

Key facts

Hard skills

Financial Advising Investments Insurance Policies Philanthropy Customer Relationship Management Sales Development

Other skills

  • Microsoft Office
  • Communication
  • Social Skills
  • Detail Oriented
  • Problem Solving
  • Teamwork

About the company

Everence Financial logo

Everence Financial

Financial Services

About us Integrating faith and finances Everence® is a Christian-based, member-owned financial services organization dedicated to helping individuals, organizations and congregations incorporate their faith and values with their decisions about money. Through our national team of professionals, Everence offers banking, insurance, investments, asset management, financial planning, charitable and other financial services with community benefits and stewardship education. History of Everence Founded in 1945 by the Mennonite Church, Everence grew out of a long tradition of church communities putting faith into action by sharing resources with each other. We started by offering loans to church service volunteers. Over the years, we added many more mutual aid and stewardship programs. View our timeline that shows milestones throughout the years. Everence leadership Everence has more than 400 staff and advisors around the country and more than 1,500 volunteer advocates serving in congregations. Guiding their work is our Everence Executive Team, Everence Board of Directors and Affiliate boards. Who we serve Everence is the stewardship agency of the Mennonite Church USA, an Anabaptist denomination, and has long-standing ties to other denominations with historic Anabaptist roots. Many of our members belong to denominations that have historic roots or relationships with the Anabaptist faith community. Everence products and services are open to everyone who is interested in practicing stewardship that aligns with our founding values. Disclosure Securities offered through Concourse Financial Group Securities, Inc., member FINRA/SIPC. www.everence.com/disclosure. EFCU does not accept an error disputes via social media. Contact CU directly at 800-451-5719.

Company details

IndustryFinancial Services
Company size201 - 500

Links

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Job description

POSITION SUMMARY
Responsible for providing financial advice to clients to help them achieve their financial goals. Helping people to integrate their faith and finances through their investment, insurance, banking, and charitable giving decisions.  This position serves our National Market specializing in Organizational Services.

RESPONSIBILITIES AND DUTIES

  1. Provide holistic investment, insurance, and charitable giving. 
  2. Maintain a strong knowledge of Everence products.
  3. Generate new business and sales of products within designated region.
  4. Build and maintain strong relationships with clients through excellent customer service, regular communication, and proactive outreach.
  5. Build trust with clients through professional competency and empathy.
  6. Cultivate connections and proactively deepen relationships to generate cross-sales and new opportunities.
  7. Function effectively as part of a consultant team approach.
  8. Acquire and maintain a working knowledge of all Everence-offered products and services.
  9. Periodically make group presentations
  10. Achieve required licensures and complete continuing education credits and compliance requirements as needed to maintain all licenses. 
  11. Become proficient with the Customer Relationship Management (CRM) software and OnBase software platform for workflows and file storage.
  12. Acquire and maintain a strong working knowledge of compliance regulations.
  13. Additional duties as assigned.
  14. Areas of specialization include: Organizational Services

 

QUALIFICATIONS

  1. High attention to detail and organization. Excellent interpersonal and communication skills both written and verbal, respectful, diplomatic, and professional in interactions with others. 
  2. Ability to explain complex financial concepts in an easily understood manner.
  3. Willingness to follow a process of uncovering needs among prospective and existing Everence clients, with a goal of personally generating new business and/or referring opportunities to other colleagues.
  4. Ability to work independently and as a part of a team, working effectively with other support service team members.
  5. Proficient in Microsoft Office Suite (Word, Excel, PowerPoint, and Outlook) and ability to learn multiple database programs.
  6. Self-disciplined and demanding of oneself; self-starter; motivation to excel, strong persuasive skills, and energetic.
  7. Strong ambition and desire to generate new business and a sales orientation.
  8. Appreciation for the mission of integrating faith and finance within a diverse community.
  9. Familiarity with the Church of the Brethren and other Anabaptist faith communities.
  10. Results oriented, strong follow-through skills.
  11. Possess ego strength (resiliency) to respond to both positive and negative outcomes.
  12. When required from a compliance perspective, willing to disclose and certify all personal investment accounts, including any accounts held by your spouse, minor children, and immediate family members living in your household.
  13. Belief in the mission of Everence and willingness to gain a good general knowledge of Everence products and services with respect for Christian faith and Anabaptist values.
  14. Ability to travel regionally within on a regular basis, and nationally overnight as needed.
  15. Bilingual skills are a plus to allow Everence to better serve our diverse clients but is not a requirement.

 

EDUCATION: Bachelor’s degree or higher preferred; willingness to pursue other designations

EXPERIENCE: Administrative or sales experience, preferably in the financial services industry. A background in teaching, fundraising, or sales are beneficial skills. Willing to train.

LICENSE: Obtain appropriate licensing for respective products if not currently licensed

REQUIREMENT: Fingerprinted to open mail and work with confidential client information

SUPERVISORY RESPONSIBILITIES: None
SCHEDULE: Full-time

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Marcus Rivera

Chief Revenue Officer

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