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First Financial Group - Bethesda, MD

Call Us: (301) 907-9030

 

New Financial Representatives


What does it take to become a successful Financial Representative?

Successful financial representatives come from all types of educational backgrounds and experience levels – from recent college graduates to career changers. While a degree in finance or business isn’t necessary, there are a number of traits you must embody to be a successful financial representative:


  • People skills - The ability to create, build, and maintain strong relationships with clients and to interact with diverse types of personalities is paramount to success as a financial representative. 

  • Integrity - It may sound like a cliché, but it is crucial to have a background of integrity so that you can establish yourself as someone worthy of your clients’ trust. 

  • Entrepreneurial spirit - Perhaps the most important trait of successful financial representatives is the ability to be tenacious and the willingness to commit the time and energy that it takes to develop skills, grow in this profession, and better serve clients. The industry rewards hardworking, entrepreneurial types. 

  • Resiliency - A career as a financial representative means you’ll need to weather the ups and downs that are part of building a business for yourself and a lifetime plan for your clients. It can take three to four years of consistent effort to establish a prosperous practice. 

  • Inquisitiveness - Successful financial representatives expand their knowledge base for their own intellectual satisfaction as well as to provide their clients with the best service possible. Staying up to date on the markets, and making sure you’re always one step ahead on product development and evolving investment strategies is key.
And one more...the desire to help
Successful entrepreneurs are motivated primarily by their ability to make an impact. Making a difference by helping others is another benefit of this career path, as financial representatives help their clients do the planning needed to achieve their long-term financial goals.