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American Heritage Financial is seeking candidates for a variety of positions such as experienced financial planner, wealth management advisor, or insurance professional. These are direct sales roles.
Responsibilities:
Experienced Representatives will:
· Meet and exceed revenue goals
· Conduct review meetings with existing book of clients and make any necessary changes to client’s financial plan
· Strengthen relationships with a portion of existing book of business clientele
· Develop new client relationships
· Generate new business through both existing book and/or new relationships
New Representatives will:
We have all the training for new agents already in place. While sales and/or insurance experience is beneficial, candidates who are coachable and willing to work, with little-to-no experience, can expect to earn a significant income in their first year.
Education & Preferred Qualifications
· At least 3 years of successful financial sales experience- preferred
· Life and Health Insurance License-required but not prior to interview for those entering the industry.
· Series 6, 63 or 65-optional
· Series 7-optional
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
Pay: $70,000.00 - $100,000.00 per year
Benefits:
Compensation package:
License/Certification:
Ability to Relocate:
Work Location: Hybrid remote in Huntsville, AL 35805
Full Time
Business Services
$45k-58k (estimate)
06/24/2024
06/28/2024
ahfg.biz
San Diego, CA
<25
Business Services