Thursday, April 10, 2008 A Leading finance institution, located in beautiful Carlsbad, California, is looking for a dedicated, energetic, detail-oriented Financial Consultant. Our Financial Planning Department requires an individual who can work within a fast paced environment. The candidate should possess a minimum of three
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The Sr. Sales Consultant will help support many of our diverse clients who range from private industry to nonprofit. Must have a solid understanding of financial planning from life insurance to mutual funds to the financial statements. F/C Accounting. Individual must possess a Marketing degree or related field, with 4-6 years combined experience in financial services. Must possess strong sales skills with the ability to perform several tasks concurrently with ease and professionalism. Must communicate in English clearly, concisely, verbally and in writing. Must be personable, client-service and detail oriented with the ability to work with others, as well as, work independently. Must have strong analytical skills and be a self starter. Must be proficient in Microsoft Office products, including Excel, Word, and Outlook. Experience with a variety of financial software is ideal (QuickBooks, MAS90, Great Plains, etc.).

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