Wealth Manager with Military Background

3 weeks ago


Dana Point, California, United States The Fadil Group Full time
Position Overview

As a Wealth Manager, you will play a critical role in helping clients secure their financial futures through comprehensive insurance solutions. Your responsibilities will include:

  • Client Assessment: Evaluate clients' financial needs and goals to recommend appropriate insurance products.
  • Customized Solutions: Develop personalized insurance plans that align with clients' long-term financial strategies.
  • Relationship Building: Establish and maintain strong relationships with clients, offering continuous support and advice as their needs evolve.
  • Product Knowledge: Stay informed about the latest insurance products and industry trends to provide clients with the best options available.
  • Compliance and Ethics: Ensure all recommendations and sales comply with company policies and regulatory requirements, maintaining the highest ethical standards.
Why Our Representatives Thrive

We offer a collaborative, high-support team environment, fostering growth and camaraderie. Our representatives have the potential for abundant, consistent, and predictable results. We provide full business development process training and support for seamless operations, as well as proven operational systems and cutting-edge technology for enhanced agent efficiency.

Candidate Characteristics

We are seeking individuals who value taking ownership and responsibility, acting as active participants rather than mere spectators. They should prioritize understanding the 'who, why, and how' behind actions more than just the 'what.' Savvy communicators who find joy in simplifying complex decisions for others are also ideal candidates. Generous souls who gladly treat others without hesitation and ambitious thinkers who embrace boundless opportunities and possibilities are a good fit for our team.

Benefits

We offer a strong earnings potential, combining first-year income and unlimited upside. You will have the opportunity to earn a first-year stipend, ensuring you an income for putting in the work and meeting the position's requirements. Plus, unlimited variable compensation based on outcomes achieved. Significant bonus opportunities commiserate with outcomes are also available. We provide dental insurance, health insurance, life insurance, retirement plan, and vision insurance.

Education

A Bachelor's Degree is preferred. We are looking for individuals who are passionate about their work, yet approachable and good-natured in their demeanor. If these qualities describe you, then our office might just be your perfect fit. We are looking to bring on the right individual to join our team and help expand our broader service offering, with an emphasis on growing our insurance and financial services portfolios. Prior insurance or financial services experience is not required.



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