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Financial Services

Company: American Heritage Financial
Location: Texarkana
Posted on: April 10, 2021

Job Description:

About the Position

American Heritage Financial is looking for highly motivated and entrepreneurial individuals who are seeking a meaningful career as a Financial Professional, Financial Sales Director or Managing Partner . The ideal candidate will have a passion to help people, a desire to unearned uncapped income, and a drive to own their own business if they choose to do so. With American Heritage Financial, 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: Working with warm, real-time leads from families who have requested individual consultation from a Life Insurance Professional.
-- Willingness to Learn: American Heritage Financial focuses on Mortgage Protection, Final Expense, and Retirement Protection through life insurance. Our Sales Agents have access to Advanced Market Products (Indexed Universal Life products, Fixed Annuities) as well.
-- Analytical Skills: This position includes field underwriting; to include calling clients and potential clients to grow your customer base, meet with potential clients to get information about coverage needs, and matching insurance policies to those needs and explaining the different options.
-- Customer Service Skills: Speak confidently, comfortably, and clearly to clients; genuinely making them feel comfortable and helping them to understand their policies and the differences these policies will make in their lives.
-- The Desire to Make A Difference: Self-motivated, excellent work ethic, and willingness to improve your current financial situation and have a positive impact on the lives of your clients.

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
- Paid training and 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 of the training for new agents already in place when you are willing to follow through and commit. 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.

WE'RE COMMITTED TO YOUR SUCCESS
Whether you're new to financial services or a seasoned professional looking for a new opportunity, you'll find support and resources to get where you want to be. Y ou'll have the opportunity to establish, grow and manage your own business. 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. Contact us today to start your new journey as a financial service leader with American Heritage Financial.
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 Requirements:

  • Structure financial solutions satisfying needs
  • Making financial decisions to help achieve financial goals
  • Making financial decisions to help achieve theirfinancial goals
  • Manage the delivery of financial services
  • Review financial products and services and match with customer needs
  • Selling all financial products and services, assisting customers
  • Selling all financial products and services, assisting customers with service issues, and soliciting new business
  • Provide a variety of patient services and financial services tasks
  • Meet the financial needs of clients by providing quality products and excellent client service
  • Determine financial needs and aid in selecting appropriate products and services
  • Recommend appropriate products and services to members based on specific financial need
  • Provide multiple financial solutions to existing and new clients
  • Structure new lease and financial service opportunities
  • Sell appropriate products, including life insurance, disability income insurance, long-term care insurance, annuities, and investments
  • Demonstrate proficiency in cross selling services offered by the financial institution
  • Protecting clients' assets and helping achieve financial goals
  • Conducting financial solutions training and education
  • Analyze patient financial documents in order to determine percentage of financial assistance
  • Provide information on banking products and services
  • Promote, cross sell, and refer products and services as appropriate to meet client's financial needs

Keywords: American Heritage Financial, Longview , Financial Services, Accounting, Auditing , Texarkana, Texas

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