Country Financial
Job Location : Phoenix,AZ, USA
Posted on : 2024-10-31T14:10:59Z
Job Description :
Salary Plus Commission Base Local Candidates( Tucson)I am looking for people that would be interested in helping families make more money, save more money, minimize taxes, save for their children's college, help people save for their retirement, and protect inheritances. My agency is expanding and looking for new agents. To give you a little more context of what we do, we are a full service financial agency working in both securities and insurance to help our clients grow wealth and get out of debt. Responsibilities· Meeting and contacting new potential clients to discuss financial concerns and needs· Conducting information-gathering meetings with clients· Analyzing client needs and presenting potential solutions· Providing ongoing service to clients· Developing and implementing personal business and marketing plans· On-going development of professional skills and knowledge· Participate in marketing and expansion strategies and efforts· Provide exceptional customer service· Learn financial strategies to improve your own knowledge and help others· Help individuals, families, and businesses with identifying and implementing strategies to achieve short-term, mid-term, and long-term financial goals, including but not limited to retirement planning, college planning, debt management, insurance, investments, estate & legacy goals.Qualifications· Legal U.S. Resident, Citizen, or Work Permit with SSN· Must be able to pass a background check· Accountable with a high level of integrity (critical in this regulated and customer-based industry)· Teachable and open to learning the business and financial principles that expand your own personal and professional Financial IQ· A working professional (either part-time, full-time) in a role which pays steady income.· Highly self-motivated and self-disciplined with the ability to work effectively with little or no supervision· Organized, detail-oriented, and excellent time-management skills· Strong sales, analytical, decision-making, interpersonal, leadership, and communications skills· Ability to work in a team-based environment· Previous athlete and/or coaching professional training· Have a natural desire to learn and educate others about money· Willingness to get a license in the financial industry.
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