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Financial Services Representative

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21st Century Financial Services

2021-12-03 08:50:24

Job location Milwaukee, Wisconsin, United States

Job type: fulltime

Job industry: Banking & Financial Services

Job description

21st Century Financial Services-a leading financial firm based out of Wisconsin serving the Midwest-is seeking qualified financial professionals to join our growing practice. Our agents enjoy the best features from both worlds - the career agent model as well as the independent model! We offer competitive compensation, access to leading sales systems, valuable sales, and marketing support, training, joint fieldwork, case design team, advanced marketing specialists, flexibility, and independence.

ROLE:

Financial Service Representative

DESCRIPTION:

Act as a motivated financial professional, passionate about delivering unparalleled care, expertise, and service to individuals in your community. Using strong interpersonal skills, relationship-building techniques, sales experience, and a firm knowledge base, you are able to assist a variety of consumers with their planning needs regarding proper insurance protection and financial needs.

REQUIRED QUALIFICATIONS:

  • High School Diploma or equivalent
  • Currently or Previously Life Licensed
  • At Least 2 Year of Sales Experience
  • Highly Motivated

PREFERRED QUALIFICATIONS:

  • Bachelor's Degree or Higher
  • 3 Plus Years' of Sales Experience
  • Familiarity with Financial Planning Principles and Concepts

BENEFITS OF WORKING WITH 21st Century Financial Services:

  • Highly Competitive Compensation Levels (Commensurate With Skills/Experience)
  • Proven Sales System and In-House Sales Support
  • Marketing Support
  • In-Depth Training

Please include a brief cover letter that discusses your qualifications with your application.

ABOUT 21st Century Financial Services:

We have been working with individuals and businesses throughout the country for decades. Each of our agents has extensive and professional experience. We are dedicated to developing lasting relationships with all our clients. Our agents enjoy a consistent flow of new prospects to meet with.

Specialties include retirement income planning, life insurance solutions, annuities, long-term care, disability income, a large menu of group & voluntary employee benefits, as well as, executive benefits, plus senior benefits including Medicare, and more.

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Job Type: Full-time

Benefits:

  • 401(k)
  • Health insurance

Supplemental Pay:

  • Bonus pay
  • Commission pay

Education:

  • Bachelor's (Preferred)

Experience:

  • Insurance Sales: 3 years (Preferred)
  • Customer Service: 3 years (Preferred)

License/Certification:

  • Life Insurance License (Preferred)

Work Location:

  • Multiple locations

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