Teams at Alchemy Financial Group

Meet with clients to understand their needs and budgets, present suitable life insurance options, support applications, maintain client relationships, and participate in training and coaching. No prior insurance experience is required, but candidates must complete the state licensing process before serving clients.

Generates and qualifies sales prospects through frequent outbound calls, maintains the prospect database, identifies customer needs, works with channel partners, assigns qualified opportunities to sales executives, and closes sales. The role requires strong communication, customer service, multitasking, teamwork, and familiarity with ERP, CRM, and Microsoft Office tools.

Generates and qualifies sales prospects through high-volume calls, manages a prospect database, understands customer needs, works with channel partners, assigns qualified opportunities to sales executives, and closes sales. Requires sales experience, ERP and CRM familiarity, strong customer service and communication skills, multitasking ability, teamwork, and a business or marketing-related degree.