Financial Services Consultant
2 weeks ago
- Driven
- Innovative
- Receptive to feedback
- Effective communicator
- Disciplined
- Genuine
If so, explore a fulfilling career with Staff My Agency, where you can make a meaningful difference in the lives of families every day.
Supported by a leading organization in the financial services sector, we are committed to your growth from day one. You will receive training in essential skills such as marketing, customer relationship management (CRM), and effective communication, along with a dedicated development team and sales support to ensure your success.
What we seek...We are looking for individuals who aspire to positively influence the financial health of individuals, families, and small enterprises.
This role transcends mere sales; it is a career imbued with purpose and potential.You will provide reassurance to clients as they navigate complex financial decisions, including retirement planning and education savings.
As a financial consultant, you will witness the lasting impact of your contributions over time.
You will experience personal and professional growth alongside our clients.What we provide...
Comprehensive training and development
We will prepare and train you through a holistic approach that features an industry-leading educational platform, personalized coaching from experienced trainers, and opportunities to earn professional designations.
You will also be recognized and rewarded with sales incentives and professional development experiences for our top achievers.Advanced digital tools
In addition to training and support, we will provide you with essential tools for daily success, including access to experts for your inquiries and a suite of digital sales, prospecting, and marketing resources to help you engage and retain clients through web, social, and email content.
Diverse products and solutionsTogether with its affiliates, Staff My Agency offers a wide array of products, including home, auto, and life insurance, annuities, disability income insurance, and investment products through our broker-dealer arm.
This ensures that the solutions you create with your clients can assist them and their families in achieving their financial aspirations.
You will also have the chance to specialize and develop expertise in various areas, such as security licensing for wealth management and advisory services, estate planning strategies, and business solutions.
Collaborative support
By joining Staff My Agency, you become part of a robust team with peer-to-peer support options such as study groups, mentorship, and other opportunities to connect with fellow professionals.
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