Next Stage Financial Work Values

Daily Duties at Next Stage Financial:

Source and prospect potential clients by attending networking meeting such as local chamber of commerce meetings; aiding in the design and execution of mailing campaigns; aid in the design of short web based presentations that were e-mailed to our existing client base and e-mail lists that we purchased; worked with existing client base to solicit referrals; cold contacting. Conduct educational presentations covering topics such as undisclosed costs and risks associated with typical qualified plans; possible tax consequences of traditional financial planning; options regarding Social Security filing for couples and the potential costs of not filing at the correct time; alternative investment strategies including Fractionalized Life Settlements; certain types properly structured permanent life insurance contracts; structured settlements such as purchasing pensions. Meet with potential clients to determine their short and long term financial goals. Collect and analyze financial data in order to develop a clear understanding of the potential clients current financial position including income, types of debt, existing qualified and non-qualified investments, insurance coverage, ownership in businesses, planned future expenses such as college tuition. Help them determine how effectively their current plan is in meeting the goals that they have established. Prepare and present alternative strategies to the client that will better help the client achieve their established goals. Answer questions, address concerns and help the client determine which changes in their strategy will work best for them. Direct client to other experts including CPAs and Attorneys if needed based on the complexity of their situation. Work with client to execute new strategy including opening new accounts with companies; close existing accounts; exchange or roll over funds from one account to another to ensure there are no unnecessary tax consequences; process applications and paperwork with companies such as Insurance companies. Deliver and explain contracts, policies …etc that are part of knew strategy, answer questions and resolve unforeseen issues. Meet with clients annually to conduct plan assessments. Determine if there have been any substantial changes to their current financial position; their future expectations regarding income and expenses; their short and long term goals. Assess current plan against this information and recommend changes as needed. Provide ongoing customer service throughout the year. Inform client if new investment products or strategies become available that better serve the client then their current ones.

What they like about Next Stage Financial:

A hiring company that offers alternative approaches to pay, performance bonuses, and/or equity in the firm is very attractive to you. You're generally less interested in working for an organization offering only traditional, salary-based compensation, one with limited opportunity to acquire equity in the firm, or one that does not actively promote skill development. In addition, you are more likely to choose a company that offers a variety of internal career options, with defined career paths. You view the learning of new skills and development of your expertise as key to your career advancement. These aspects of an organization may become even more important to you as you progress in your field, and are especially critical if you change career or occupation.

Tags

District Manager, Area Manager, Multi-Unit Manager, Food Service Multi Unit Manager, Microsoft Word, Leadership, Organizing and planning, Influencing, Excel, Power Point, Outlook, Lotus Notes, Steton, Panasonic POS

Skills

Presentation, Ecommerce Strategy and digital marketing channels optimization - SEO, SEM, email, affiliates - for high-profile accounts., Technology Solutions, Requirements Analysis & Specification, Leadership

These are some of the questions we asked our climbers about their experiences with Next Stage Financial: