Financial Advisor
2 weeks ago
Job Description
Job Description
We are seeking a Financial and an Insurance professional
to join our team You will deliver personalized insurance and other financial solutions to help clients work toward their long-term financial goals.
Responsibilities:
Advise clients on investment strategies and other financial decisions.
Assess clients' assets, liabilities and overall financial conditions.
Prepare presentations that recommend various financial products.
Network and build relationships with new and existing client base.
Qualifications:
Sales experience is a plus.
Familiarity with financial products or the ability to obtain a NJ Life & Health Insurance License
Series 6 or 7 is encouraged but not a requirement.
Ability to build rapport with clients.
Strong analytical and critical thinking skills
Excellent written and verbal communication skills
Responsibilities:
Meeting with people from many different backgrounds
Business continuation planning
Senior protection planning
Retirement income planning
Employee benefits coordinating
Develop and calculate suitable plans based on clients' needs.
Resolve client inquiries and complaints.
Expand business reach through networking techniques.
Comply with insurance standards and regulations.
Track and identify areas of improvement.
Compensation:
Initial compensation commensurate with experience
Paid Training
Bi-weekly marketing allowance
Commissions
Biweekly, Quarterly and Annual Bonuses
Benefits package including a pension plan plus a matching 401k contribution
Company Description At Transamerica Agency Network-Career Agency we aren't just financial professionals, we are Tomorrow Makers. Tomorrow Makers with Transamerica Agency Network-Career Agency help make things that matter. Things like peace of mind and steady incomes. For us, tomorrow is about more than insurance policies. Its about providing expert guidance and innovative solutions to individuals and businesses to help meet their financial goals and objectives. Above all, it is about making tomorrow worth looking forward to for our growing customer base.
Transamerica's North Jersey Offices have decades of experience and thousands of existing clients in our local community.
Have fun, help people and make a lot of money doing it
Company Description
At Transamerica Agency Network-Career Agency we aren't
just financial professionals, we are Tomorrow Makers. Tomorrow Makers with Transamerica Agency Network-Career Agency help make things that matter.
Things like peace of mind and steady incomes.
For us, tomorrow is about more than insurance policies.
Its about providing expert guidance and innovative solutions to individuals and businesses to help meet their financial goals and objectives. Above all, it is about making tomorrow worth looking forward to for our growing customer base.\r\rTransamerica's North Jersey Offices have decades of experience and thousands of existing clients in our local community.\rHave fun, help people and make a lot of money doing it
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