Treloar & Heisel is a fast-growing financial services company in a niche market. If you are a motivated self-starter who thrives in a fast-paced environment, then this is your opportunity for a rewarding career with exceptional income potential.
As an Financial Services Associate, you will apply financial knowledge and sales skills to increase our client’s understanding of different financial planning options with insurance and wealth management. We are looking for candidates who will relocate and can build strong relationships with professionals in the dental and medical fields. In this position, you will be guided under our current Vice President of Sales and Regional Directors.
Treloar & Heisel is looking for someone with a great drive to succeed, the passion to make a difference, and the desire to love what they do. Our staff is made up of competitors. If you like talking with and meeting new people, this may be a great career choice for you.
Description:
- Complete all training videos and take all appropriate training tests
- Generate appropriate leads from dental schools, advanced dental programs, and dental specialty programs
- Give presentations to a range of prospective clients
- Visiting clients and potential clients to evaluate needs and promote services and products
- Preparing and submitting applications
- Preparing weekly and monthly reports
- Attend trade shows
- Maintain activity records
- Assist the Financial Services Professional and Regional Directors
Requirements:
- A bachelor's degree from a four-year college or university
- Life & Health license (preferred)
- Series 65 license (preferred)
- Must be willing to relocate
- Deep commitment to client satisfaction
- Someone who is proactive and focused on providing excellent customer service
- Demonstrates a successful track record of meeting goals
- Proven track record of trustworthiness, dependability, and ethical behavior
- Excellent communication skills: written, verbal, and listening
Responsibilities:
- Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
- Establish client relationships and follow up with clients, as needed.
- Give presentations
- Develop ongoing relationships with dental and medical professionals
- Provide prompt, accurate, and friendly client support.
Compensation and Benefits:
- $45,000 annual salary that is also supplement by bonus
- Comprehensive medical, dental, and vision coverage
- Health reimbursement account & flexible spending account
- Life and Disability insurance
- Company 401(k) plan
- Personalized mentorship from top-performing advisors
- Opportunities for advancement and growth
- Company paid licensure
We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.
Z- Cancelled Treloar & Heisel Inc
Treloar & Heisel is the premier financial services provider to dental and medical professionals across the country. We assist thousands of clients from residency to practice and through retirement with a comprehensive suite of financial services, custom-tailored advice, and a strong national network focused on delivering the highest level of service.
Our firm was founded in 1959. Since its inception, it remains singularly focused on the needs of dental specialists, dentists, and physicians. The decision to develop our specialty around this particular population has given us the freedom to cultivate deep knowledge around the financial lifecycle of dental and medical professionals. We believe that no one knows this business better than we do.
Though we started out as a family company and have over the course of six decades grown into a national brand, we have retained our warm and welcoming family feel.
We invite you to explore everything Treloar & Heisel has to offer.
Company Website: www.treloaronline.com
(if you already have a resume on Indeed)