Job Details
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.