Wealth Management Consultant

3 weeks ago


Cranford, New Jersey, United States Transamerica Agency Network Full time
Job Overview

We are in search of a dedicated Financial and Insurance Specialist to provide tailored financial solutions aimed at assisting clients in achieving their long-term financial aspirations.

Key Responsibilities:

  • Guide clients on investment options and financial planning.
  • Evaluate clients' financial situations, including assets and liabilities.
  • Create presentations that propose various financial services.
  • Establish and nurture relationships with both new and existing clients.

Qualifications:

  • Experience in sales is advantageous.
  • Knowledge of financial products or willingness to obtain a NJ Life & Health Insurance License.
  • Possession of Series 6 or 7 license is preferred but not mandatory.
  • Ability to foster strong client relationships.
  • Excellent analytical and critical thinking abilities.
  • Outstanding written and verbal communication skills.

Additional Responsibilities:

  • Engage with individuals from diverse backgrounds.
  • Plan for business continuity.
  • Develop strategies for senior protection.
  • Assist in retirement income planning.
  • Coordinate employee benefits.
  • Design and calculate appropriate plans based on client needs.
  • Address client inquiries and resolve complaints.
  • Expand business reach through effective networking.
  • Adhere to insurance regulations and standards.
  • Identify and track areas for improvement.

Compensation Package:

  • Initial compensation based on experience.
  • Comprehensive training provided.
  • Bi-weekly marketing allowance.
  • Commission structure.
  • Bonuses awarded biweekly, quarterly, and annually.
  • Benefits package includes a pension plan and matching 401k contributions.
Company Overview

At Transamerica Agency Network-Career Agency, we are more than just financial professionals; we are Tomorrow Makers. Our mission is to create meaningful outcomes, such as peace of mind and reliable income streams. We focus on delivering expert advice and innovative solutions to individuals and businesses, helping them meet their financial objectives. Ultimately, we strive to make tomorrow a day worth anticipating for our expanding clientele.

With decades of experience and a vast client base in our community, Transamerica's North Jersey Offices are committed to providing exceptional service.

Experience a fulfilling career where you can help others while achieving your financial goals.


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