Our expanding insurance brokerage is looking for full-time brokers to join our team! We will provide the support network and resources to help you reach your goals. If you have a strong drive to succeed, great communication skills, coachability, and an entrepreneurial mindset we would love to hear from you. Apply today!
Sales Representative responsibilities are:- Implementing processes and procedures to sell insurance
- Evaluate new customers insurance needs, risks, existing coverage, long term goals, and financial status to create a tailored experience that exceeds expectations
- Building rapport with customers
- Getting details from customers to assist them
- Ensuring all paperwork is up to date
- Provide professional customer service while onboarding new clients and maintaining existing clients
- Being aware of the company’s services/policies
- Working accordingly with company policies
- Attending daily team calls
- Must be at least 18 years or older
- Active drivers license
- Detail oriented and a team player
- High school diploma or equivalent minimum
What We Do
Alchemy Financial Group is a comprehensive financial services firm committed to helping our clients improve their long-term financial success.
Securities offered through a Representative of Cambridge Investment Research, Inc. a broker dealer, member FINRA/SIPC. Advisory Services offered through Cambridge Investment Research Advisors, Inc. A registered Investment Advisor. Alchemy Financial Group and Cambridge are separate entities. Content provided via links to third party sites should not be considered an endorsement of content, which we cannot verify, as it relates to completeness or accuracy.
For a list of states we are registered to do business, please visit www.alchemyfinancialgroup.com
Products & Services
At Alchemy Financial Group, we provide assistance in the following areas:
Investments:
Stocks
Bonds
Mutual Funds
Options
Traditional IRAs
Roth IRAs
SEP IRAs
Simple IRAs
Brokerage Accounts
Alternative Investments
College Savings 529 Plans
Variable Annuities
Financial Planning:
Retirement Planning
College Planning
Estate Planning
Wealth Distribution
Group Retirement Plans
Charitable Gifting
Insurance:
Life Insurance
Disability Income Insurance
Long Term Care
Annuities
