Financial Advisory Consultant - Cunha Ent : Job Details

Financial Advisory Consultant

Cunha Ent

Job Location : All cities,TX, USA

Posted on : 2024-05-09T21:00:58Z

Job Description :
The Transamerica Financial Consultant's role is all about building relationships with and providing the right products and services that can best meet the needs of their clients. Adding up to a rewarding career with a company that insists on doing right by their customers is simply part of who we are. Our motto is No Family Left Behind. This Position is 100% Commissions with Bonuses and other incentives What is expected of our Agents? Ability to understand the needs and financial concerns of clients. Ability to educate clients on how to plan ahead for the future financially so that they are prepared for unfortunate life events/ circumstances they may encounter. Promote customized ways for clients to achieve their long-term financial goals. Cultivating relationships, with a view to helping every family member or individual pursue financial security Ability to build an insurance and financial practice through establishing professional networks and prospecting for new clients. Providing compassion and guidance to clients when unfortunate life circumstances arise. Having a clear focus on developing and maintaining long-term bonds with clients, resulting in trust and continuity of client relationship over time. Qualities that we look for in our Agents: Sales experience preferred, but not required. Able to schedule and keep appointments effectively Willing to get licensed in first 30-60 days If not already licensed Entrepreneurial mindset. Able to work independently without supervision Strong communication skills both written and verbal. Desire to help families and businesses to address their financial needs. Strong business acumen. Professional business demeanor. Perseverance in the face of a challenge Ability to engage your community and leverage personal networks/contacts
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