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Financial & Insurance Specialist Trainee
Location:
US-TX-Dallas
Jobcode:
t0ofd4
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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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