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 Sales 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.
2 - 10 employees
Founded 2009
💸 Finance
💳 Fintech
📋 Description
• Following strategies to educate and sell insurance • Building sincere rapport with customers • Collecting details from clients in order to fully assist them • Being fully aware of the company’s services and policies • Follow ALL legal and ethical procedures/practices
🎯 Requirements
•MUST be coachable and ready to learn •High school diploma or Bachelors degree in Finance/Business (recommended not required)
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