[Insurance License Required] Financial Professional

2 weeks ago


Richmond, United States Hanson Financial Services LLC Full time

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

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

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

Have a natural desire to learn and educate others about money

Willingness to get a license in the financial industry. (i.e. Life & Health, Series)



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