Financial Services Professional
11 hours ago
Hantz Group is a Michigan-based financial services company that provides comprehensive financial solutions to individuals and businesses. Our team of experts works collaboratively to deliver tailored services that meet the unique needs of each client. We strive to reduce stress and save time for our clients, allowing them to focus on what's most important to them.
Areas of Focus:
- Asset Management
- Financial Planning and Retirement
- Insurance
- Tax Strategy and Planning
- Cash Flow Analysis
- Debt Strategies
- Estate Planning
- Property and Casualty Insurance
As a Financial Services Professional, you will work alongside experts in investment management, mortgage financing, debt strategies, estate planning, property and casualty insurance, life insurance, and retirement to provide comprehensive and complete advisory services to our clients.
Essential Job Functions:
- Develop and Maintain Client Relationships
- Analyze Financial Opportunities and Client Needs, and Recommend Appropriate Strategies
- Market and Sell Appropriate Financial Products
- Prepare and Deliver Presentations to Clients and Prospective Clients
- Attend Meetings and Continuing Education Sessions
- Comply with All Industry Rules and Regulations
- All Other Tasks Assigned
- Bachelor's Degree or Equivalent Experience
- Strong Written and Verbal Communication Skills
- Must be Highly Motivated
- Ability to Work Well Under Pressure with Multiple Priorities and Deadlines
- Possess Leadership Qualities and an Entrepreneurial Spirit
- Must Have a Strong Work Ethic
- Must be Able to Obtain Required Licenses*
- Health/Dental/Vision Insurance, Paid Time Off, 401K, Vol LTD, Vol Life, Flexible Spending
- Eligibility Requirements Vary
The Company does not discriminate in employment opportunities or practices on the basis of race, color, religion, sex, national origin, age, height, weight, disability, marital status, or any other characteristic protected by law.
As a growing organization, Hantz Group has many opportunities within our multiple offices throughout the state of Michigan and northern Ohio. We ask that interested individuals apply to only one position. Any other opportunities or positions can be discussed should we extend an invitation for an interview.
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