Treloar & Heisel is a fast-growing financial services company in a niche market. If you are a motivated self-starter who thrives in a fast-paced environment, then this is your opportunity for a rewarding career with exceptional income potential.

As an Financial Services Associate, you will apply financial knowledge and sales skills to increase our client’s understanding of different financial planning options. We are looking for candidates who are open to relocation and can build strong relationships with professionals in the dental and medical fields. In this position, you will be guided under our current Vice President of Sales and Regional Directors.

Treloar & Heisel is looking for someone with a great drive to succeed, the passion to make a difference, and the desire to love what they do. Our staff is made up of competitors who thrive in an entrepreneurial environment. If you like talking with and meeting new people, this may be a great career choice for you.

Description:

Complete all training videos and take all appropriate training tests

Generate appropriate leads from dental schools, advanced dental programs, and dental specialty programs

Give presentations to a range of prospective clients

Visiting clients and potential clients to evaluate needs and promote services and products

Preparing and submitting applications

Preparing weekly and monthly reports

Attend trade shows

Maintain activity records

Assist the Financial Services Professional and Regional Directors

Requirements:

A bachelor's degree from a four-year college or university

Life & Health license (preferred)

Series 65 license (preferred)

Must be willing to relocate

Deep commitment to client satisfaction

Someone who is proactive and focused on providing excellent customer service

Demonstrates a successful track record of meeting goals

Proven track record of trustworthiness, dependability, and ethical behavior

Excellent communication skills: written, verbal, and listening

Responsibilities:

Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.

Establish client relationships and follow up with clients, as needed.

Give presentations

Develop ongoing relationships with dental and medical professionals

Provide prompt, accurate, and friendly client support.

Compensation and Benefits:

$45,000 annual salary that is also supplement by bonus

Comprehensive medical, dental, and vision coverage

Health reimbursement account & flexible spending account

Life and Disability insurance

Company 401(k) plan

Personalized mentorship from top-performing advisors

Opportunities for advancement and growth

Company paid licensure