Experienced Financial Services Representative

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:

• 401(k)
• 401(k) matching
• Dental insurance
• Flexible schedule
• Health insurance
• Vision insurance

Compensation Package:

• Bonus opportunities

License/Certification:

• Life and Health License? (Required)

Ability to Commute:

• Charleston, SC 29414 (Preferred)

Work Location: Hybrid remote in Charleston, SC 29414

Salary : $70,000 - $125,000