Sales Financial Professional
Quick Apply Full-time 22 hours ago Full Job Description Careers as a Sales Financial Professional and Financial Advisor Hybrid Opportunity At American Heritage Financial, we are currently seeking self-motivated, driven individuals with a passion for making a positive impact on people's lives.
As a Sales Financial Professional, you will have the freedom to build your network of insurance clients and business associates who are looking for insurance and financial solutions.
Advancement Opportunities as a business owner include:
Mentor, Sales Director, and Managing Partner positions with continued success in the industry.
Qualifications:
College Degree preferred, but not required.
Life & Health License preferred (company will pay for study material and reimburse licenses).
Previous Sales experience preferred.
Previous experience in the financial services industry not required but preferred.
Entrepreneurial spirit encouraged.
Duties that pertain to your position as Financial Advising Professional:
Contact potential clients daily to initiate conversations.
Log attempts, conversations, appointments, and next steps in CRM daily.
Schedule appointments and meet with potential clients.
Make product recommendations to help clients meet their financial goals.
Provide ongoing customer service and support to existing clients.
Discipline yourself to be in business for yourself, but not by yourself.
Be a structured and coachable team player who is open to sales training development and further sales/customer service education.
To be successful, we expect you to be:
Heavily involved in networking, prospecting, marketing, working with centers of influence, and working with charities.
Highly self-motivated and self-disciplined with an ability to work effectively with little or no supervision.
Outgoing with the ability to develop relationships (i.
e.
, People Person).
Fearless with a positive attitude and willingness to be accountable for sales results.
Organized, detail-oriented, and demonstrating excellent time-management skills.
A life-long learner.
A good communicator--with excellent listening skills and ability to explain complex information in a simple and concise manner.
Securities offered through OneAmerica Securities, Inc.
, a Registered Investment Advisor, Member FINRA, SIPC.
American Heritage Financial, LLC is not an affiliate of OneAmerica Securities and is not a broker dealer or Registered Investment Advisor.
Job Type:
Full-time Pay:
$40,000.
00 - $60,000.
00 per year
Benefits:
401(k) 401(k) matching Dental insurance Flexible schedule Health insurance Vision insurance Supplemental pay types:
Bonus pay License/Certification:
Life and Health License (Preferred) Securities License (Preferred) Work Location:
Hybrid remote in Columbia, SC 29229 Quick Apply.
Estimated Salary: $20 to $28 per hour based on qualifications.
As a Sales Financial Professional, you will have the freedom to build your network of insurance clients and business associates who are looking for insurance and financial solutions.
Advancement Opportunities as a business owner include:
Mentor, Sales Director, and Managing Partner positions with continued success in the industry.
Qualifications:
College Degree preferred, but not required.
Life & Health License preferred (company will pay for study material and reimburse licenses).
Previous Sales experience preferred.
Previous experience in the financial services industry not required but preferred.
Entrepreneurial spirit encouraged.
Duties that pertain to your position as Financial Advising Professional:
Contact potential clients daily to initiate conversations.
Log attempts, conversations, appointments, and next steps in CRM daily.
Schedule appointments and meet with potential clients.
Make product recommendations to help clients meet their financial goals.
Provide ongoing customer service and support to existing clients.
Discipline yourself to be in business for yourself, but not by yourself.
Be a structured and coachable team player who is open to sales training development and further sales/customer service education.
To be successful, we expect you to be:
Heavily involved in networking, prospecting, marketing, working with centers of influence, and working with charities.
Highly self-motivated and self-disciplined with an ability to work effectively with little or no supervision.
Outgoing with the ability to develop relationships (i.
e.
, People Person).
Fearless with a positive attitude and willingness to be accountable for sales results.
Organized, detail-oriented, and demonstrating excellent time-management skills.
A life-long learner.
A good communicator--with excellent listening skills and ability to explain complex information in a simple and concise manner.
Securities offered through OneAmerica Securities, Inc.
, a Registered Investment Advisor, Member FINRA, SIPC.
American Heritage Financial, LLC is not an affiliate of OneAmerica Securities and is not a broker dealer or Registered Investment Advisor.
Job Type:
Full-time Pay:
$40,000.
00 - $60,000.
00 per year
Benefits:
401(k) 401(k) matching Dental insurance Flexible schedule Health insurance Vision insurance Supplemental pay types:
Bonus pay License/Certification:
Life and Health License (Preferred) Securities License (Preferred) Work Location:
Hybrid remote in Columbia, SC 29229 Quick Apply.
Estimated Salary: $20 to $28 per hour based on qualifications.
|
|
 | |
