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Experienced Financial Services Representative
American Heritage Financial is looking for highly motivated and entrepreneurial individuals. With our firm, you become part of a full-service financial firm that is committed to serving others and offers quality products and services that help clients achieve their financial goals. The ideal candidate will already possess large goals and ambitions, as well as:
· Organizational Skills
· Sales Experience
· Willingness to Learn
· Analytical Skills
· Customer Service Skills
· The Desire to Make a Difference
What we provide
- industry leading mentoring and support.
- Multiple marketing strategies depending on what best suits your strengths and talents.
- Full Benefits Package (health, dental, vision, disability, and 6% matching 401(k))
- Technology Package (client management system, planning tools, and marketing)
- Annualized compensation and daily commissions
- Renewals and day one vesting with lifetime vesting after 5 years of service
- Joint field work with mentor
- Supported professional development (FINRA Series 6, 7, 63, 65, CFP® designation, etc.)
- Facilities and local office support provided
- We have all the training for agents already in place.
WE’RE COMMITTED TO YOUR SUCCESS
No matter your level of experience in this industry, you’ll find support and resources to get you where you want to be. With a full range of financial protection and investment products to offer, you'll be well equipped to help create financial strategies for individuals, families, business owners and employees.
PREFERRED EDUCATION AND EXPERIENCE
2-15 Life and Health License required.
FINRA Series 6 License preferred, but not required
Bachelor’s degree preferred, but not required.
Prior sales experience is helpful, but not necessary.
WE WANT TO CONNECT WITH YOU
If you’re ready to thrive in a financial services career with American Heritage Financial, contact us today.
Securities offered through OneAmerica Securities, Inc., a Registered Investment Advisor, Member FINRA, SIPC. American Heritage Financial, LLC is not an affiliate of OneAmerica Securities and is not a broker dealer or Registered Investment Advisor.
Job Type: Full-time
Job Type: Full-time
Pay: $70,000.00 - $125,000.00 per year
Benefits:
Compensation package:
License/Certification:
Work Location: Hybrid remote in Atlanta, GA 30344
Full Time
Business Services
$67k-93k (estimate)
03/15/2024
04/24/2024
ahfg.biz
San Diego, CA
<25
Business Services
The job skills required for Experienced Financial Services Representative include Customer Service, Professional Development, Mentoring, etc. Having related job skills and expertise will give you an advantage when applying to be an Experienced Financial Services Representative. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Experienced Financial Services Representative. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Experienced Financial Services Representative positions, which can be used as a reference in future career path planning. As an Experienced Financial Services Representative, it can be promoted into senior positions as a Sales Representative III - Licensed that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Experienced Financial Services Representative. You can explore the career advancement for an Experienced Financial Services Representative below and select your interested title to get hiring information.
If you are interested in becoming a Financial Services Representative, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Financial Services Representative for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Financial Services Representative job description and responsibilities
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Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Financial Services Representative jobs
Financial service representatives can benefit from analytic and customer service skills when establishing and maintaining relationships with clients or when making financial recommendations.
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Opt for more than a basic bank account.
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Step 3: View the best colleges and universities for Financial Services Representative.