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Financial Services Representative
1 month ago
Company Description
Beltz Financial Group, located in Carnegie, PA, specializes in offering clients customized strategies to secure their future and protect their loved ones. The company provides business solutions including business continuation planning, executive fringe benefits, and employee benefit programs, as well as personal solutions focused on wealth management/protection services, retirement products/services, tuition funding programs, investment products, and estate planning.
Role Description
This is a full-time hybrid role for a Financial Services Representative at Beltz Financial Group. The role involves tasks such as financial planning, insurance consultation, retirement planning, and investment guidance. While the position is primarily located in Carnegie, PA, it offers flexibility for some remote work.
Qualifications
- Insurance license and Securities license a plus
- comfortable engaging different people and personalities
- Like helping people
- High Goal Orientation and desire to succeed
- Utilization of social media and other marketing strategies
- Strong analytical and problem-solving skills
- Excellent communication and interpersonal abilities
- Client service
- Relevant certifications (e.g., CFP, CFA,ChFC) are a plus
Comp/Benefits
- Competitive pay/Unlimited earnings potential
- Full Benefit Package
- Transition support - Compensation, Training, Back office assistance
- Flexible Work Schedule
- Independent Structure
