Team Alliance ยท 1 day ago
Financial Strategist
Columbus, Ohio Metropolitan Area
Full-time
Hybrid
Entry Level
$100K/yr - $153K/yr
2+ years expTeam Alliance is looking for ambitious individuals ready to make an impact in the financial industry. The role involves generating clients, delivering financial advice, and participating in team activities to build a sustainable career.
Responsibilities
New client generation utilizing traditional and digital channels
Meet with new clients to determine goals
Utilize financial illustration software and analyze solutions
Deliver a personalized financial plan
Communication with clients and team
Participate in team meetings, training, continuing education
Business expansion
Deepen knowledge and skills with training, conventions, team meetings
Qualification
Required
Ambitious, hardworking, entrepreneurial individuals
Ability to connect with people
Leadership experience
Great communication skills
College degree or 2+ year work experience
Self-driven and entrepreneurial
Team player, leadership and coachable
Licenses/ Required: Life, Health Insurance License (already licensed preferred) or obtain within 30 days
Legally able to work in the United States, citizen, work permit with SSN
Must pass background check and obtain required licenses and CE certificates
Preferred
Candidates with past experience that have demonstrated success in the role include: nurses, social media, life style influencer, leadership, military, competitive athletes, real estate, entrepreneur, life insurance, financial, recruiting, accounting, economics, sales, remote work, travel and fun
Benefits
Professional development assistance.
Company
Team Alliance
2-10 employeesFunding
Current Stage
Early StageCompany data provided by crunchbase