What are the responsibilities and job description for the Professional Financial Representative position at American Heritage Financial, LLC?
• At American Heritage Financial, we are currently seeking self-motivated, driven individuals with a passion for making a positive impact on people’s lives.
As a Financial Professional you will have the freedom to build your network of insurance clients and business associates who are looking for insurance and financial solutions.
Qualifications-
-College Degree preferred, but not required
-Life & Health Insurance License preferred (company will pay for licensing)
-Previous Sales experience preferred
-Previous experience in financial industry not required
-Entrepreneurial spirit encouraged
Duties that pertain to your position as a Financial Professional-
• Contact potential clients daily to initiate conversations
• Log attempts, conversations, appointments, and next steps in CRM daily
• Schedule appointments and meet with potential clients
• Make product recommendations to help clients meet their financial goals
• Provide ongoing customer service and support to existing clients
• Discipline yourself to be in business for yourself, but not by yourself
• Be a structured and coachable team player who is open to sales training development and further sales/customer service education
• In order to be successful, we expect you to be-
-Highly self-motivated and self-disciplined with an ability to work effectively with little or no supervision
-Outgoing with the ability to develop relationships (i.e., “People Person")
-Fearless with a positive attitude and willingness to be accountable for sales results
-Organized, detail-oriented, and demonstrating excellent time-management skills
-a life-long learner
-A good communicator—with excellent listening skills and ability to explain complex information in a simple and concise manner
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.