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 Representative
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
• Implementing strategies to sell insurance • Building rapport with customers • Getting details from customers to fully assist them • Being fully aware of the company’s services/policies • Working accordingly with company policies
🎯 Requirements
• Experience within this field (recommended not required) • Basic understanding of insurance plans/policies • Self Motivated • Communication skills should be excellent • Good at building rapport with customers and persuading individuals
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