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Financial & Insurance Specialist Trainee Location: US-TX-Dallas Jobcode: t0ofd4 Email Job
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FINANCIAL & INSURANCE SPECIALIST READ THIS ENTIRE POST THEN APPLY
Our team at #BEMEGA is GROWING and we have 3 positions open for new associates.
Full training in class and in the field with customers provided. Sales or Customer Service experience required This is a Commission Only position
YOU MUST BE WILLING TO OBTAIN A PROFESSIONAL DESIGNATION AS A FINANCIAL & INSURANCE REPRESENTATIVE
We specialize in hiring great talent and leading them to multi six figure incomes and have been successfully building & launching top performing sales teams for over 20 years.
#BEMEGA Is currently expanding our Financial Agent & Insurance Team. We are looking for people with the following qualities;
1. Excited about personal and professional growth. 2. A students mindset and a great attitude. 3. Great work ethic and ability to dedicate TIME to serving customers.
#BEMEGA My Friend Dustin Pritchard
POSITION SUMMARY As a team member with #BEMEGA, you'll be an integral member of a team that helps clients reach their financial goals. You'll need to be professional and friendly when providing services as you assemble a plan that works for your clients. You'll offer your clients high-quality expert advice.
You'll own your book of business from day one and work towards reaching promotions based on personal production while building a team. RESPONSIBILITIES
Provide clients with a consultation to determine their current financial situation, including following through on client requests, anticipating client needs, and providing end-to-end guidance.
Based on their individualized needs analysis, the financial associate prepares recommendations for customized financial solutions to current and potential customers.
- Help clients identify risk and manage it appropriately, by understanding the latest developments in the financial world and sharing with clients information that can help them make informed decisions. - Complies with all the company's risk and regulatory standards, policies, and controls. REQUIRED SKILLS - You can think creatively and solve problems in a fast-paced environment. - You have excellent problem-solving and analytical skills, including the ability to make sound judgments based on available data and information. - You establish relationships with new and existing clients, gaining insights into their unique needs through conversations, establishing trusting rapport that leads to long-term business partnerships. - You must have integrity. - You are caring, reliable, and have a servant attitude. - You are a listener and an effective communicator. - You are both generous and humble. - You are ambitious with the qualities of a teacher. - You are dedicated and passionate. - You are a visionary and a mover. - You possess a positive outlook and are relatable. - You maintain a clean and professional appearance. - You have reliable transportation. - You are looking for a fresh start with a company that makes a REAL difference. - Our associates need to be self-directed, hardworking individuals. - You are a quick learner, wanting to provide the absolute best to your clients and can go to them for the most personalized and convenient service. (This is not a salary-based position)
If this resonates with you, apply and we will set up an interview.
#BEMEGA My Friend,
Dustin Pritchard Executive Mentor
#BEMEGA Mentors
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