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24 Insurance - Investment Sales Jobs in Birmingham, AL

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New Western
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Strategic Financial Partners
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Marsh and McLennan
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Insurance - Investment Sales
$76k-107k (estimate)
Full Time | Insurance 11 Months Ago
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Strategic Financial Partners is Hiring an Insurance - Investment Sales Near Birmingham, AL

Begin a career with support and flexibility. Strategic Financial Partners has an opportunity available for an Insurance and Investment Salesperson (entry-level and experienced) in Tennessee, Alabama, and Arkansas. Apply today!

Compensation:

$40,000 - $65,000 yearly

Responsibilities:
  • Prepare recommendations based on individualized needs analysis to meet the needs of customers, while keeping their best interests in mind.
  • Deliver a diversified set of investment and insurance advice-based solutions with a financial planning mindset to meet the individualized investment needs of clients.
  • Provide sound financial services by advising clients on the advantages and drawbacks of different products in accordance with their individual needs.
  • Meet or surpass established sales goals while meeting individual client needs and complying with company policies and regulations.
  • Provide first-class customer service during each customer interaction through a complete understanding of the sales process, licensing requirements, and policies.
Qualifications:
  • Excellent interactive skills and sales abilities
  • Firm belief in financial products and solutions
  • Demonstrates determination and commitment
  • Has an enterprising mindset
  • Presents one’s self as outgoing and confident
About Company

The local roots of our firm date back to 1933. Committed to providing excellence in customer service and quality of financial advisement, the company realized that the financial marketplace was consistently changing and evolving. With a solid foundation and an intense commitment to its clients, the firm evolved into Strategic Financial Partners. Today, Strategic Financial Partners is home to a formidable collection of industry professionals offering services from its headquarters office in Memphis, as well as throughout the Southeast. Over the past 80 years, Strategic Financial Partners has continued to evolve with the ever-changing financial marketplace. Throughout it all, we stand firm in our commitment to helping individuals, families, business owners, and professionals develop expertly tailored financial strategies. We provide the experience you need to confidently use investment and insurance products to create, preserve and distribute your wealth.

Job Summary

JOB TYPE

Full Time

INDUSTRY

Insurance

SALARY

$76k-107k (estimate)

POST DATE

06/01/2023

EXPIRATION DATE

06/12/2024

WEBSITE

strategicfinancialpartners.com

HEADQUARTERS

HAYS, KS

SIZE

100 - 200

FOUNDED

2006

CEO

TIM SCHUMACHER

REVENUE

$10M - $50M

INDUSTRY

Insurance

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About Strategic Financial Partners

Strategic Financial Partners helps individuals, families, business owners and professionals develop expertly-tailored financial strategies. We provide the experience you need to use investment and insurance products confidently to create, preserve and distribute your wealth. Our Vision: to excel in our role as one of the industrys premier distribution organizations that is known for professional advisors who deliver holistic solutions through a process-driven approach. Our Strategy: Holistic ApproachEach Financial Services Representative is backed by a team of specialists in investments and in...surance who bring different points of view to your financial affairs. This holistic approach can help you build a truly diversified portfolio of retirement, wealth management, asset protection and estate planning solutions. TeamsWe are known for our unparalleled commitment to building highly effective advisory teams. Advisors who are part of teams see client situations from multiple perspectives leading to more comprehensive planning and a higher quality client experience. CultureWe are known for our entrepreneurial culture, a place where advisors come to build their practices by delivering advice and guidance tailored to meet the needs of individuals, families and small businesses. _____ Securities and investment advisory services offered through qualified registered representatives of MML Investors Services, LLC, Member SIPC (www.sipc.org). 949 South Shady Grove Road, Suite 300, Memphis, TN 38120. 901.767.5951. More
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