Alchemy Financial Group
Finance • Wealth Management • Fintech
Alchemy Financial Group is a financial services company that specializes in independent, holistic, goal-based financial planning and asset management. Founded in 2009, the firm aims to serve both individuals and businesses by providing bespoke financial strategies that ensure growth and protection of wealth across generations. With a commitment to superior client service and ongoing education, Alchemy Financial Group combines advanced technology with personalized financial guidance to help clients navigate complex financial landscapes and achieve their financial goals.
Insurance Agent
Job not on LinkedIn
May 8
Alchemy Financial Group
Finance • Wealth Management • Fintech
Alchemy Financial Group is a financial services company that specializes in independent, holistic, goal-based financial planning and asset management. Founded in 2009, the firm aims to serve both individuals and businesses by providing bespoke financial strategies that ensure growth and protection of wealth across generations. With a commitment to superior client service and ongoing education, Alchemy Financial Group combines advanced technology with personalized financial guidance to help clients navigate complex financial landscapes and achieve their financial goals.
📋 Description
• We’re seeking a motivated and competitive worker to join our team as an Insurance Agent. • As an Insurance Agent with Alchemy financial, you’ll be responsible for selling policies to clients, handling claims, and keeping track of policy renewals. • Our ideal candidate will have excellent customer service skills for working with a variety of clients. • If you think you’d excel as an Insurance Agent, we’d love to hear from you. • Identify opportunities to sell life, health insurance to a variety of clients, working with them to find the policy that best suits their needs. • Go through policies with clients so that they have an understanding of the insurance costs and benefits. • Maintain all client records. • Provide continual service by processing insurance renewals and working to retain clients. • Track insurance claims to ensure the satisfaction of all parties. • Answer client and potential client insurance-related queries as needed.
🎯 Requirements
• BA/BS in business, economics, or related field preferred • Appropriate insurance licensing where required by law • Excellent customer service skills • Superb communication and negotiation skills • In-depth knowledge of different types of insurance, including life, health insurance • Strong organizational and time-management skills • Proficient software skills, including Microsoft Office Suite
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