Johnson Financial Group
1001 - 5000 employees
Founded 1970
🏦 Banking
💳 Fintech
Banking • Fintech • Wealth Management
Johnson Financial Group is a Wisconsin-based financial services company that offers a variety of banking, wealth management, and financial planning solutions tailored to individual and business needs. With services ranging from personal loans and home financing to commercial banking and investment strategies, they strive to support clients in achieving their financial goals. Johnson Financial Group is recognized for its customer-centric approach and commitment to community involvement, making it a significant player in the financial sector of the region.
Life Insurance & Annuity Adviser
Job not on LinkedIn
🕒 March 31
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Johnson Financial Group
1001 - 5000 employees
Founded 1970
🏦 Banking
💳 Fintech
Banking • Fintech • Wealth Management
Johnson Financial Group is a Wisconsin-based financial services company that offers a variety of banking, wealth management, and financial planning solutions tailored to individual and business needs. With services ranging from personal loans and home financing to commercial banking and investment strategies, they strive to support clients in achieving their financial goals. Johnson Financial Group is recognized for its customer-centric approach and commitment to community involvement, making it a significant player in the financial sector of the region.
📋 Description
• Be able to communicate effectively and always work in the best interest of the client. • Form long-lasting relationships • Promote life and annuity products through a variety of sales campaigns. • Manage inbound calls as well as create and execute effective outbound call campaigns. • Demonstrate proficiency in case design, sales skills, and cross-selling skills. • Pro-actively contact, screen and qualify appointed life & annuity insurance agents to determine sales opportunities. • Be skilled at presenting in both small and large group presentations. • Capture all activity into CRM
🎯 Requirements
• 1-3 years of financial services experience or equivalent education. • 3+ years of business development experience. • Bachelor’s degree. • Strong presentation skills as well as excellent communication skills. • Ability to adapt to the interests of the audience as well as use technical skills and people skills, on the phone and in person, to build relationships and help grow sales. • Bilingual. • Life and Health Licensed or ability to become licensed. • CLU, ChFC, CFP designations or desire to work toward industry designation to develop subject matter expertise with company assistance.
🏖️ Benefits
• Up to 25% travel required but may require more.
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