Investment Representative I

World Savings



Job Profile


Would you like a position where you get to work in a team-oriented Savings Branch environment and utilize your sales skills? Do you enjoy dealing with the public and have a strong commitment to providing superior customer service? Do you take pride in always giving your best and demonstrating a strong motivation to succeed? If so, we are looking for you to join our Atlas team. We have opportunities for full-time Atlas Investment Representatives. Our Atlas Investment Representatives:
Are highly-motivated, career-minded individuals with a strong sales aptitude.
Enjoy one of the best marketing programs in the industry, fantastic marketing tools and support, and exceptional compliance resources.
Work in a friendly and respectful team-oriented environment with sales leads generated in partnership with Branch staff.
Are given opportunities to develop and enhance leadership skills in a supportive and challenging environment.
Deal with demographics that are ideal for a financial consultant?a large, highly educated, and affluent customer base.
Receive continuous training and tuition assistance.


Job Duties

Offer no load mutual funds, fixed, and variable annuities, and insurance products in a local retail Branch of World.
Conduct interviews with prospective customers to assess financial objectives and current financial instruments.
Communicate features of various Atlas products that best address customer financial objectives and concerns.
Promote an impressive slate of quality products.
Follow up on referrals received from Savings Branch employees.


Job Requirements

High school diploma, GED, or equivalent required.
Bachelor?s degree preferred.
Series 7 license.
Series 63 license (if required by the State).
Life and variable annuity license.
Certified financial planner license a plus.
1-2 years of prior experience in selling mutual funds and annuities in a similar environment, such as banking, insurance, or investment industries.
Exemplary interpersonal and collaboration skills, with the ability to take initiative in a fast-paced environment.
Excellent customer service skills, as well as strong communication skills, both verbal and written.
Strong analytical and decision-making abilities.
Able to operate PC-based software programs and automated business systems.
Computer skills to include working knowledge of all Microsoft Office® applications.


We are an equal opportunity employer with a strong commitment to workforce diversity. Please visit our website
for additional information about our Company.

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