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.
Licensed Insurance Agent
Job not on LinkedIn
May 7
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
• Our company is an independent marketing organization (IMO) in the financial services industry; specifically in the insurance marketplace. • We serve clients by acting as their independent advisor and broker for products in life insurance, health insurance, retirement, annuities, medicare, senior benefits and more. • We are remaking the industry for agents by agents. • Each agent owns their book of business. • We would love for you to join us! • Our approach is simple. • We believe in our people, we provide them a platform, we train them how to be great, mentor them into maturity, and cheer them on the way to becoming our partners. • We want partners, not employees. • About the Life Insurance Agent position • We are looking for a skilled individual to join our team and help us with managing our business development activities. • Your duties will include finding new clients as well as promoting and selling company's insurance plans. • We expect you to efficiently build and maintain long-term relationships to ensure the stability of company’s revenues and growth.
🎯 Requirements
• Life/Health Insurance License preferred, but not required. • Good experience in providing client-focused solutions and building customer relationships • Experience of working with major kinds of insurance plans including automobile, fire, life, property, medical and so on is a plus. • Good knowledge of computers and statistics methods • Strong communication, presentation and sales skills • Results-driven and able to work without supervision • High School Diploma/GED required, Certifications/Degree preferred
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