Financial Services Associate/Training Associate

We are looking for agents who will take the intermediary role to connect our company and our customers. Your duties will include providing customers with financial consulting services and help them utilize their money most efficiently. We have offices in Mesa, Peoria, and Surprise. 

We expect you to be able to research the marketplace on available products and services, identify customers' needs, design financial strategies and close solutions.

We have a proprietary system that will provide you:

• First-in-class coaching and training from industry leaders
• Complete back office support
• Your own professionally created website(s) and blog
• Specially created digital marketing materials
• Email campaign system
• Essential tools to generate your own book of business

Your responsibilities are:

• Provide guidance towards profitable and secure financial solutions to the customers
• Strategic consulting on financial products and services such as cash and debt management, insurance coverage and so on
• Explore clients' overall financial situation, investigate their needs and suggest solid financial plans
• Build client base and maintain win-win relationships
• Stay informed about trends and updates of industry niche
• Review financial plans and optimize them to ensure profits
• Ensure compliance with all industry rules and regulations
• Interact with providers, solicitors, other professionals

Requirements:

• 2+ years experience of working in a sales related field
• Life & Health Licensed preferred. If not licensed, we are willing to provide guidance to help you obtain the appropriate license
• Track record of proven sales skills
• Experience with PCs and product illustration software
• Excellent communication, negotiation and presentation skills
• Accuracy, close attention to detail and the ability to provide detailed and plain explanations

Company Description:
Visionary Leadership Development Focuses on providing financial education and solutions to families. We focus on building leaders who want to create a winning atmosphere. We fall under World Financial Group and Transamerica. We have Agents helping families around the entire US.