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Entry Level Financial Services Agent

WFGIA

Entry Level Financial Services Agent

Ankeny, IA
Full Time
Paid
  • Responsibilities

    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:

    1. Client Consultation: * Conduct thorough financial needs analysis for clients. * Provide personalized financial advice and solutions, including insurance, investment, and retirement planning.
    2. Product Knowledge: * Stay updated on our diverse range of financial products and services. * Effectively communicate product features, benefits, and suitability to clients.
    3. 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.
    4. 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.
    5. Networking and Relationship Building: * Develop and maintain strong relationships within the community. * Attend networking events and actively participate in community outreach.
    6. 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.