Financial Professional Job at The Legend Group, Columbus, OH

eWJhU1kwUVNDMkQ4dlVwK2hQL0FWWjhpY2c9PQ==
  • The Legend Group
  • Columbus, OH

Job Description

Midwest Legend Group has a new and exciting Financial Professional opportunity in Columbus, OH.

The successful candidate will have the opportunity to service new and existing clients in current 403(b) and 457(b) payroll slots.

For over 50 years, The Legend Group has been helping investors to work toward their financial goals.

Our Broker-Dealer and Registered Investment Adviser is a full-service investment planning firm offering a wide variety of retirement plan accounts, investment advisory services, college savings plans, insurance products and non-qualified investments.

Midwest Legend Group has developed a turnkey system to turn leads into clients, onboard, and manage client relationships to stay compliant, uncovering new planning opportunities, and maximizing retention and profits.

Compensation flexible and commensurate with experience.

The qualified individual will:

  • Display the ability to be a self-starter/entrepreneur and demonstrate high skill with relationships and the key competencies required to be a successful Financial Professional
  • Ability to generate leads; set and hold productive meetings; present and implement solutions and be proactive in providing ongoing support and service
  • Understand that our value lies in the depth of client relationships and is exceptional at developing them, particularly with high net worth prospects and clients
  • Be an established, consummate professional at all times, both internally with our team and externally with the public
  • Provide clients with a full range of investment services that Midwest Legend Group offers

Desired Skills and Experience:

  • 1+ yrs. financial sales experience preferred
  • Bachelor’s degree or equivalent business experience
  • Ability to build and manage client relationships
  • Excellent written and oral communication skills
  • FINRA Series 6/7, 65/66 and state insurance license preferred; exceptional candidates without this licensing will be considered

Job Tags

Flexible hours,

Similar Jobs

AVI Systems

Warehouse/Delivery Driver Job at AVI Systems

 ...education and entertainment and we are currently seeking a Shipping/Receiving Coordinator to join our growing team. The Warehouse/ Delivery Driver will perform a broad range of responsibilities. The Driver and Warehouse person is responsible for safe operation of... 

San Patricio Municipal Water District

Civil or Environmental EIT / PE Job at San Patricio Municipal Water District

 ...intended to be interpreted as a complete inventory of the job duties, responsibilities, and qualifications required by the employee in this position. Its aim is to give the general nature and level of work to be performed by the employee assigned to this job title.... 

Center for Oral and Maxillofacial Surgery

Insurance Verification Coordinator Job at Center for Oral and Maxillofacial Surgery

 ...Role and Responsibilities The Insurance Verification Coordinator is responsible for verifying insurance and investigating any missing...  ...relevant experience required. Skills and Abilities Knowledge of medical and dental terminology. Knowledge of medical and dental... 

Helen Ross McNabb Center

Cocke County Crisis Counselor (Bachelor's) Job at Helen Ross McNabb Center

 ...required paperwork in a timely manner Provide case management as needed Meet productivity standards set by the program Attend community meetings regarding disaster relief Collaborate with other agencies in the East Tennessee area Maintain a flexible work... 

Intelliswift - An LTTS Company

Global Talent Acquisition Operations Project Manager Job at Intelliswift - An LTTS Company

 ...Job Title: Project Manager/ Global Talent Acquisition Operations Project Manager Location: Austin, TX 78729 (Hybrid in Austin, San Jose, San Francisco or open to remote candidates as well) Duration: 12 months Contract Type: W2 only Pay Rate: $51.60/Hour...