Financial Wellness Director

1 week ago


Fort Dodge, Iowa, United States TA Group Financial Full time
Job Title: Financial Wellness Director

At TA Group Financial, we are committed to making a meaningful impact in communities by helping families secure their financial well-being during critical times.

Why Choose a Career with Us?
  • We offer a clear leadership path for personal and professional growth, with opportunities to develop your skills and advance your career.
  • Our comprehensive training program includes in-classroom and field training, equipping you with the expertise you need to succeed in the field.
  • We foster a culture that supports leadership development and career advancement, with a focus on helping you achieve your goals.
  • Our sales process is designed to be easy to learn and effective in building strong relationships with customers.
  • We offer a competitive compensation package that includes financial incentives and rewards for outstanding performance.

We pride ourselves on offering an industry-leading product that makes a real difference in the lives of our customers and their families. Our dedicated customer service team is committed to providing exceptional support and ensuring a seamless experience for our clients.

Key Responsibilities:
  • Build strong relationships with business owners, HR directors, and customers through effective communication and empathy.
  • Identify and understand the needs and situations of our clients to provide tailored solutions.
  • Work in a fast-paced environment, prioritizing tasks and managing time effectively to meet deadlines.
Requirements:
  • A valid driver's license and reliable transportation.
  • Be at least 18 years old.


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