As a financial professional or someone interested in pursuing a career in financial services, you need to know that you’re with a strong, enduring company that is committed to your success. You need to know where that company is going, and whether it will help provide security for you and your clients.

Rockwell Associates understands the needs of a successful financial advisor new to the industry or with years of experience. We have a strong reputation in Delaware built on over 45 years of offering comprehensive unbiased financial advice.

Rockwell Associates mission is to offer real solutions through building a strong relationship and educating our clients with a goal of helping them lower their risk, protect their plan while they work to build maximum wealth that they can use and enjoy.

In addition to offering a culture built on individual training, a supportive staff, joint work and idea sharing through our experienced advisors; Rockwell Associates has built a relationship with a number of companies who can help us to better guide our clients. These relationships offer us independent brokerage offices in an array of different insurance products and numerous investment companies. In addition, our relationship with Penn Mutual is one of extreme value for us as well as our clients.

If you’re a proven professional who is interested in making a career change, or just starting out on your professional path, a career in financial services is both rewarding and challenging. To succeed in today's business world, you've got to make your own opportunities. That's exactly what you can do in an insurance and financial services career. It's one of the few professions where you can control your destiny; enjoy numerous rewards and work to make a difference in your clients' lives. See our Job Description below or go to http://rockwell.pennmutual.com/ to learn more.

Contact :
Carolyn Humphrey, Financial Advisor*
Director of Advisor Development
Rockwell Associates
Brandywine Plaza West
1521 Concord Pike, Suite 305
Wilmington, DE 19803
(302) 655-7151 X117

To submit your resume via e-mail, please send to
chumphrey@htk.com

 

Job Title: Financial Advisor Rockwell Associates is looking for an entrepreneurial minded, success driven individual to join their financial services team. Rockwell Associates has been serving Wilmington and the State of Delaware since 1965. Opportunities are available for individuals interested in starting a career in financial services, as well as, experienced/licensed agents looking for better support, advanced sales training, as well as the opportunity to earn increased compensation. Rockwell Associates' Financial Advisors are the people that clients turn to for planning concerns, such as: insurance protection, estate planning, college funding strategies, business planning, and investment strategies*. As a Financial Advisor, you will be responsible for working with your clients to assess their financial needs, develop strategies for them to achieve their financial goals, and then implement those recommendations by offering the appropriate financial products, in an effort to provide them with a lifetime of solutions. Responsibilities: As a member of the Rockwell Associates team, you will:       * Prospect and obtain referred leads within a defined market       * Build a sustainable client base; forming long term relationships with your clients       * Participate in firm and broker/dealer sponsored training programs       * Utilize a process driven approach with all of your prospects, understanding that a          one-size-fits-all approach does not work within the planning process       * Develop and maintain client relationships through excellent service       * Work in a joint work culture in an effort to expedite your learning curve, and enter new         markets Qualifications:       * Desire for success and an excellent work ethic       * An outgoing personality with strong interpersonal skills to establish and maintain          long-term client relationships       * Effective communication and presentation skills as well as strong personal confidence       * Analytical skills to evaluate client needs and make appropriate recommendations       * Effective time management and organization skills       * Ability to work both independently and within a team Training: In an effort to provide our new and experienced agents with the highest opportunity for success, we provide training in the following areas:       * Product Training       * Sales Process Training       * Marketing and Business Development Programs       * Advanced Sales Support       * Seminar Selling       * Referral Gathering Program Compensation: As a career agent you will receive compensation through the following sources:        * Financing Subsidy (Inexperienced Representatives Only)        * Commissions        * Expense Reimbursement Allowance/ Enhancements        * Renewals        * Attendance at club conferences