```Job Summary```
We are seeking a Financial Professional to join our team. As a Financial Professional, you will play a crucial role in helping clients achieve their financial goals and provide them with peace of mind. This is a great opportunity for individuals who are passionate about finance and enjoy building relationships with clients.
```Duties```
- Provide comprehensive financial planning services to clients
- Assess clients' financial situations and develop personalized strategies
- Educate clients on various financial products and services
- Assist clients with insurance sales and benefits administration
- Conduct outside sales activities to expand client base and reach sales targets
- Market financial products and services to potential clients
- Communicate effectively with clients, explaining complex financial concepts in a clear and understandable manner
- Utilize telemarketing techniques to generate leads and schedule appointments
- Collaborate with team members to achieve collective goals
```Skills```
- Proven experience in insurance sales or related field
- Strong knowledge of benefits administration processes
- Demonstrated success in outside sales, meeting or exceeding sales targets
- Ability to market financial products effectively
- Fluency in Spanish is highly desirable, as it allows for effective communication with Spanish-speaking clients
- Excellent verbal and written communication skills
- Experience in telemarketing or retail sales is a plus
- Multilingual abilities are an asset, as they enable communication with diverse client populations
If you are a motivated individual with a passion for finance and helping others achieve their financial goals, we would love to hear from you. Join our team as a Financial Professional and embark on a rewarding career in the financial industry.
Job Type: Full-time
Pay: $65,000.00 - $120,000.00 per year
Benefits:
- 401(k)
- Dental insurance
- Disability insurance
- Flexible schedule
- Health insurance
- Paid time off
- Vision insurance
Pay rate:
Supplemental pay types:
- Bonus opportunities
- Commission pay
Weekly day range:
Work setting:
- In-person
- In the field
- Office
Ability to Relocate:
- Houston, TX 77027: Relocate before starting work (Required)
Work Location: In person