- Build meaningful relationships with clients while providing them with impactful solutions
- Opportunity for upward mobility and advancement opportunities across AssuredPartners
- If you enjoy a flexible work schedule
- Delivering excellent financial education to participants from a wide variety of financial backgrounds. This includes creation of powerpoints, marketing flyers, educational themes, and topics.
- Delivery of presentations in group-led meetings both virtually and through webinar.
- Delivery of individual financial wellness concepts virtually, through webinar, and through various planning software.
- Maintaining a calendar/schedule of educational topics for delivery to clients.
- Scheduling meetings and providing for on-going availability.
- Following up with individuals and clients after meetings.
- Some travel is required - anticipated to be 4-5 days per month.
- Competitive base salary
- Generous 30+ Days Comprehensive Paid Time Off Package inclusive of Paid Time Off, 10 Company Holidays, 2 Floating Holidays, 5 Sick Days, and 2 Volunteer Days
- Health benefit options with you in mind; 5 affordable medical plan options with rates based on your salary, company paid HSA contribution with eligible HSA plan selection, 2 dental plan options offering orthodontia coverage and 3 cleanings per year, and 2 vision plan options
- Company match 401(k) plan – 50% up to 6%
- Support of your fitness wellness goals We offer up to 75% off at over 11,000 gyms and fitness centers
- Opportunity to prioritize your mental health with 24/7 access to licensed therapists
- Pet benefits & discounts
- Access to our Employee-led Resource Groups (ERGs) that lend a voice to the variety of demographics represented throughout AssuredPartners
- Bachelors plus three or more years of relevant work experience.
- FINRA Series 6 and 63 or FINRA Series 7 and 66 are required.
- Life and Health License is required.
- Knowledge of financial services is required.
- Ability to communicate effectively orally and in writing.
- Strong organizational skills.
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Financial Services Representative - Madison, United States - AssuredPartners
Description
Overview
As experts in protecting what matters most to businesses and individuals, we're looking to bring on our next Financial Services Representative.
As our Financial Services Representative you will provide on-going education to plan participants of 401(k), 403(b) and 457 plans including one-on-one financial services training and group-led education meetings.
Why this Role?
If this sounds like you, we invite you to keep reading and apply
What You'll Do
What's in it For You?
To help you make the best decision for your personal growth, it's important to us to share a glimpse of what we offer our top asset, our people:
What You'll Need
Grow, with us
AssuredPartners is passionate about fueling our clients' innovation and growth. That makes us the perfect place for creative, dynamic people who want to grow their career while helping businesses, families and people thrive.
We're proud to be the fastest-growing independent insurance broker in America, but we're even prouder of the honest, caring relationships that our employees build with our clients every day.
Working with us will give you the opportunity to do work that matters while you learn with us, advance with us, and most importantly, grow with us.
AssuredPartners is committed to embracing diversity, equity and inclusion to create a workplace that welcomes and thrives on the unique experiences, perspectives and contributions of all team members. AssuredPartners is bringing the best people and most diverse talent forward to drive growth, innovate and think bigger
