Wealth Management Advisor

Emploi pas sur LinkedIn

🕒 il y a 1 mois

🚗 Michigan – Distant

infoinfo

⏰ Temps Plein

🟡 Intermédiaire

🟠 Senior

🗣️🇺🇸🇬🇧 Anglais requis

D'où vient cette offre

Publiée sur la page carrières de AIG, pas via un site d'emploi

Repérée par Remote Rocketship il y a 1 mois

Toujours ouverte sur le site de AIG. Vérifiée il y a 5 heures.

Logo of AIG

AIG

10 000+ employés

Fondée en 1919

💸 Finance

🛡️ Assurance

🤝 B2B

Finance • Insurance • B2B

AIG est une organisation mondiale d'assurance de premier plan opérant dans plus de 80 pays et juridictions. La société propose une large gamme de produits d'assurance, y compris l'assurance de biens et de responsabilité générale, l'assurance-vie, des solutions de retraite et d'autres services financiers. S'adressant aux particuliers, familles, entreprises et courtiers, AIG se spécialise dans la fourniture de solutions d'assurance innovantes et de produits de gestion des risques. L'entreprise est réputée pour son support complet en matière de réclamations et son expertise multinationale, aidant les clients à protéger leurs biens les plus précieux et à gérer efficacement les risques émergents.

Description

• Meet with existing and prospective clients to plan their financial future • Utilize company-provided technology and tools to improve operations • Use marketing support, including mailings, email blasts and customized flyers, to expand the business and reach new customers • Collaborate with co-workers and the District Vice President to learn new skills, methods and best practices • Provide personalized retirement and financial planning experiences for customers and their families • Create and manage an individual schedule and career development

🎯 Exigences

• Ideally, 5+ years of experience working as a Financial Advisor • Bachelor's degree is preferred • Proven and successful sales track record • Active FINRA Series 6 or 7 license • Active FINRA Series 63 and 65 or 66 license • Active state variable life and health license • Ability to travel within the assigned territory • May include up to 25% travel

🏖️ Avantages

• Competitive benefits package with immediate access to medical, dental, vision, life insurance and 401(k) plan with match • Company-provided technology, including equipment, helpdesk assistance, client management and financial planning tools • Company-paid E&O, licensing fees, continuing education and compliance support • Health, dental and vision insurance plans • Mental health support and wellness initiatives • 401(k) plan with dollar-for-dollar company matching contribution up to 6% of eligible pay • Company contribution equal to 3% of eligible pay to the 401(k) plan, subject to annual IRS limits and Plan terms • Immediate vesting of company 401(k) contributions • Employee Assistance Program with confidential counseling services and resources • Matching charitable donations 1:1, up to $5,000 • Up to 16 volunteer hours annually • At least 24 Paid Time Off (PTO) days for eligible employees • Flexible schedule creation

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