Embarking on a journey in the financial advising realm can be incredibly rewarding, but success often hinges on the right mix of skills and comfort with technology. If you’re contemplating joining our team, here’s a quick breakdown of the qualities we value in potential candidates.
1. Insurance License and Annuity Experience:
While we believe in training and development, having an insurance license is a fundamental requirement. It’s even better if you’ve had experience selling fixed index annuities, as familiarity with these products forms a solid foundation for success in our environment.
2. Sales Competence:
At the heart of what we do is sales, and we’re looking for individuals who are competent in this field. Whether you’ve honed your skills through in-person sales or are a virtual sales expert, a knack for selling is a key attribute.
3. Technology Comfort:
In the digital age, comfort with technology is non-negotiable. Whether you’re already adept at virtual meetings or are willing to learn, being comfortable with technology is essential. We provide the necessary tools, including a Surface Pro computer and guidance on creating a suitable setup.
4. Virtual Meeting Setup:
Being part of our team requires a certain level of readiness to set up a virtual meeting environment. This involves having the right equipment, such as a camera that we can guide you to purchase on Amazon, and a simple backdrop that can be sourced from retailers like Target. This setup ensures a professional and effective virtual presence.
5. Adaptability and Eagerness to Learn:
The financial landscape is ever-evolving, and we value candidates who display adaptability and a hunger for learning. Whether it’s adjusting to new technologies or staying updated on industry trends, a proactive approach to learning is a trait we highly value.
In essence, we’re on the lookout for individuals who bring a blend of industry knowledge, sales expertise, tech comfort, and a commitment to ongoing learning. If you tick these boxes and are ready for a dynamic and rewarding journey in financial advising, we invite you to explore the possibilities of joining our team. Success awaits those who are ready to embrace the challenges and opportunities that come their way.
