Skip to Main Content

Financial Advisor

Allen Financial Services Toledo, OH

  • Expired: over a month ago. Applications are no longer accepted.
Job Description

We are seeking a Financial Advisor to join our company. You will be responsible for expanding the company’s book of business by selling various types of insurance policies to new and existing clients.

Requirements: Life and/or health license, or willingness to obtain within 60 days. We do provide a voucher for the course for serious candidates.

Responsibilities:

  • Present and sell company products and services to new and existing customers
  • Prospect and contact potential customers
  • Reach agreed upon sales targets by the deadline
  • Resolve customer inquiries and complaints
  • Set follow-up appointments to keep customers aware of latest developments
  • Create sales material to present to customers

Qualifications:

  • Previous experience in sales, customer service, or other related fields
  • Familiarity with CRM platforms
  • Ability to build rapport with clients
  • Strong negotiation skills
  • Deadline and detail-oriented

What we bring to the table:

  • High compensation starting at 100%, going up to 145% plus bonuses
  • Top training from our top producers about what has made them so successful in our industry. We will help you become the smartest agent in the field.
  • Fresh leads: Direct mail mortgage, internet leads, final expense, medicare supp/advantage and annuity leads
  • No Fees: no costs for training, your back office, training events, or the annual convention. Just be there!
  • Vested Renewals: Fully vested renewals from day one and we do NOT make you sign a contract. It truly is your own business!

Allen Financial Services

Address

Toledo, OH
USA

Industry

Finance and Insurance

View all jobs at Allen Financial Services