What are the responsibilities and job description for the Financial Representative position at Affiliated Financial Group?
At Affiliated Financial Group, we are a client centric driven financial firm. We believe it is a privilege to be entrusted for the financial guidance of our clients. AFG not only values the client relationship but the experience as well. We offer comprehensive financial planning to a wide range of clients, from small families to small businesses and to municipalities. We are affiliated with various carriers and institutions that allow AFG to provide a number of insurance solutions.
As a licensed insurance agent with Affiliated Financial Group. You will be working with a wide ranging of clients, from those just starting to save, to those with significant wealth. You will construct a comprehensive financial plan that would possibly include life insurance, disability insurance, annuities, critical illness, long term care and a variety of other products.
What you will possess:
Commitment: The willingness to establish long term client relationships.
Drive: Be driven by performance. Understanding that by growing your book of business, your income will grow as well. As a commissioned compensated insurance agent your income has uncapped potential.
Ambition: Having the entrepreneurial spirit to be in the driver seat of your career. Having the desire to be in control of your income potential.
Accountability: Be accountable for your time management. Maintaining a business plan to achieve your goals. Handling and informing client’s accounts with utmost care.
Job Responsibilities:
- Client prospecting and acquire new clients.
- Develop and grow a book of business.
- Effectively managing case preparation, client sourcing and sales activities.
- Providing financial solutions that are suitable for clients based on their financial needs.
Job Qualification:
- 1 year of professional experience in business development, management, sales, accounting, education, finance or other business-related field.
- Effective verbal and written communication skills.
- A valid and active Life and Health Insurance license is required or may be obtained within first 30-day of employment.
- High School Diploma or GED/ Bachelor’s degree preferred
Benefits:
- Comprehensive Health, Vision, Dental Insurance
- Company 401K
- Employer paid Term Life Insurance
- Employer paid AD&D
- Salary while in training for those that qualify.
- Weekly training sessions
Job Type: Full-time
Pay: $40,000.00 - $100,000.00 per year
Benefits:
- 401(k)
- Dental insurance
- Flexible schedule
- Health insurance
- Vision insurance
Schedule:
- Monday to Friday
Supplemental Pay:
- Commission pay
Experience:
- Sales Experience: 1 year (Preferred)
- Medicare: 1 year (Preferred)
License/Certification:
- Life Insurance License (Preferred)
Work Location: In person
Salary : $40,000 - $100,000