Financial Services Professional

6 days ago


Mount Laurel Township, United States Transamerica - Lieb Financial Group Full time

Transamerica - Lieb Financial Group specializes in providing expert services in finance, life insurance, health insurance, Medicare, and retirement income planning. We empower our clients to secure their financial futures and achieve their long-term goals. As part of our commitment to shaping a better tomorrow for our clients, we seek motivated individuals to join our team of Tomorrow Makers®. If you thrive in a professional and goal-driven environment, we invite you to be part of our mission to Transform Tomorrow®. Role Description This is a full-time hybrid role for a Financial Services Professional based in Mt. Laurel, NJ, with flexibility for some remote work. In this role, you will assist clients with their financial planning needs, including budgeting, retirement planning, life and health insurance guidance, and investment advisory. You will identify tailored solutions, educate clients on financial services, and build long-term client relationships by maintaining regular communication and providing exceptional service. Your role will also involve collaborating with the team to innovate and improve client outcomes. Qualifications Proficiency in Financial Planning, Retirement Planning, and Finance Knowledge and experience in Financial Services and related fields Strong Communication skills for building relationships and providing clear advice to clients Excellent problem-solving and organizational abilities Relevant certifications in finance or insurance are a plus Bachelor’s degree in Finance, Business, or related field is preferred Self-motivation and ability to work in a hybrid work environment #J-18808-Ljbffr



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