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.
2 - 10 employees
Founded 2009
💸 Finance
💳 Fintech
Insurance Broker
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.
2 - 10 employees
Founded 2009
💸 Finance
💳 Fintech
📋 Description
• Consult clients about befitting risk management strategies • Develop effective marketing strategies to sell insurance plans to current or new clients • Explore the needs of business or individual customers and propose them plans or other services • Find opportunities and build relationship with potential customers • Using networking, cold calling and other methods • Prepare regular reviews of progress and present them to interested parties • Meet your goals in finding new clients and selling insurance products and services • Stay informed about market trends and updates in the field of insurance products and services • Follow company's policies and ensure the compliance with applicable legal requirements
🎯 Requirements
• 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 • Good knowledge of computers and statistics methods • Strong communication, presentation and sales skills • Results-driven and able to work without supervision • High school or BSc degree; professional certification will be a bonus
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