Job Description
Job Description
As a Financial Consultant and Agency Builder, you will play a key role in providing comprehensive financial services to clients while building and leading a successful team of associates. This position offers an exciting opportunity to grow as a financial professional, develop leadership skills, and contribute to the success of our organization.
Responsibilities:
- Client Consultation:
* Conduct thorough financial needs analysis for clients.
* Provide personalized financial advice and solutions, including insurance, investment, and retirement planning.
- Product Knowledge:
* Stay updated on our diverse range of financial products and services.
* Effectively communicate product features, benefits, and suitability to clients.
- Agency Building:
* Recruit and train new associates to expand your team.
* Foster a collaborative and supportive team culture.
* Provide ongoing mentorship and coaching to help associates achieve their professional goals.
- Leadership Development:
* Identify and nurture leadership potential within your team.
* Encourage and guide associates in their career progression.
* Build a dynamic and motivated team that strives for excellence.
- Networking and Relationship Building:
* Develop and maintain strong relationships within the community.
* Attend networking events and actively participate in community outreach.
- Compliance and Licensing:
* Ensure compliance with industry regulations and company standards.
* Obtain and maintain necessary licenses and certifications.
Qualifications:
- Two or more years of experience in customer service.
- Previous experience in financial services, sales, or a related field.
- Excellent communication and interpersonal skills.
- Strong leadership qualities and the ability to motivate and inspire a team.
- Willingness to obtain required licenses and certifications.
Benefits:
- Competitive commission-based compensation.
- Performance bonuses and incentives.
- Comprehensive training and ongoing professional development.
- Opportunities for career advancement and leadership roles.
Company Description
Unlock your financial future with WFG's Turn Key System. Decide your destiny, whether full or part-time. Join our unconventional franchise model across 50 states, Canada, and Puerto Rico. Own a financial services firm and be part of the world changing organization.
Company Description
Unlock your financial future with WFG's Turn Key System. Decide your destiny, whether full or part-time. Join our unconventional franchise model across 50 states, Canada, and Puerto Rico. Own a financial services firm and be part of the world changing organization.