Financial Industry Consultant
4 weeks ago
We are seeking a highly skilled Financial Sales Associate to join our team at Heirs Insurance Group.
Salary and BenefitsThe estimated salary for this position is $60,000 - $80,000 per year, depending on experience. In addition to a competitive salary, we offer a comprehensive benefits package, including health insurance, retirement plans, and paid time off.
Job Description- Meet with clients individually to understand their financial objectives, risk tolerance, income, expenses, and assets.
- Offer strategic advice on investment products, insurance coverage, and debt management tools.
- Perform market research to stay current with financial trends.
- Identify and pursue potential clients to maintain a strong client base.
To be successful in this role, you will need:
- A bachelor's degree in finance or a related field.
- At least 2 years of experience in the financial industry.
- Strong communication and interpersonal skills.
- The ability to analyze complex financial data and make informed recommendations.
At Heirs Insurance Group, we value our employees and offer a dynamic and supportive work environment. If you are passionate about finance and committed to excellence, we encourage you to apply for this exciting opportunity.
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