As financial advisor, your duties will include:
- • Conduct webinars, and seminars on various financial topics to help build your client base;
- • Identify and participate in community events and conferences to sell the firm’s products and services;
- • Answer questions about and sell Azzad mutual funds and/or Ethical Wrap Program;
- • Recommend qualified retirement plans, IRAs, college plans, and other investment accounts for clients and prospects;
- • Prepare and give client reviews (coordinate with analysts to obtain market outlook, performance, etc.);
- • Submit articles for the firm’s newsletter, white paper or other literature to establish credibility as an expert in your field;
- • Maintain a database of client, prospect, and others resulting from sales efforts;
- • Take copious notes and any necessary follow up action during client meetings;
- • Actively seek new prospects using a referral system, company’s marketing opportunities, build relationships with other financial professionals (such as CPAs) and other avenues;
- • Use approved marketing literature to mitigate risks to Azzad Asset Management and conduct business according to the policies and procedures outlined in Azzad’s compliance manual;
- • Work as a team with operations, marketing and other sales people to deliver exceptional customer service;
- • Complete all other duties and assignments that may be assigned.
This position will be based at our headquarters in Falls Church, Va.
Must be a U.S. citizen or permanent resident.
- Experience- At least five years of experience as a financial advisor (or equivalent position) is required. Your own book of business is preferred, but not required.
- Educational background- Four-year college degree in finance, accounting, marketing, or business preferred. Series 65 (or equivalent) is required and an advanced degree such as CERTIFIED FINANCIAL PLANNER™, qualified retirement plan specialist, or equivalent is preferred (but may be obtained after employment).
- Economics and accounting- Working knowledge of investment products and services, as well as, financial planning concepts (especially with regards to qualified retirement plans) is required. Knowledge of economic and accounting principles and practices, the financial markets, and the analysis and reporting of financial data required.
- Basic understanding of Islamic finance and investing- A basic understanding of complex Islamic financial matters and ability to translate them for a layperson audience is preferred, but will train.
- Customer and personal service- Knowledge of principles and processes for providing customer and personal services. This includes customer needs assessment, meeting quality standards for services, and evaluation of customer satisfaction.
- Sales and marketing- Knowledge of principles and methods for showing, promoting, and selling products or services. This includes marketing strategy and tactics, product demonstration, sales techniques, and sales control systems.
- • Communicates clearly – In-depth interpersonal, verbal and written communication skills.
- • Active Listening – Giving full attention to what other people are saying, taking time to understand the points being made, asking questions as appropriate, and not interrupting at inappropriate times.
- • Persistence – Job requires persistence in the face of obstacles.
- • Independence – Job requires developing one’s own ways of doing things, guiding oneself with little or no supervision, and depending on oneself to get things done.
- • Dependability – Job requires being reliable, responsible, and dependable, and fulfilling obligations.
- • Initiative – Job requires a willingness to take on responsibilities and challenges.
- • Achievement/Effort – Job requires establishing and maintaining personally challenging achievement goals and exerting effort toward mastering tasks.
Travel and working outside of normal working hours are required.
PERFORMANCE: Job performance is measured by several factors including: number of prospects called daily and professional relationships maintained, new assets generated as a direct result of your efforts (with a predetermined annual quota), and the quality of customer service from client surveys.