Are you a Financial Services Professional looking to join a dynamic team at TruLegacy Life Group - Hughey in Richmond, VA? Competitive commission compensation package offered in the range of $100,000 - $125,000 annually. TruLegacy is committed to delivering exceptional financial services in a supportive and collaborative environment. Our core values include trust, integrity, and a dedication to helping clients achieve their financial objectives. As a Financial Services Professional, you will play a vital role in assisting clients with personalized financial planning strategies. Join us in making a positive impact on clients and the community by securing their financial future. Responsibilities: • Analyze clients' financial situations and goals to develop personalized financial plans • Provide expert financial advice and recommendations to clients based on their individual needs and risk tolerance • Monitor financial market trends and economic indicators to ensure clients' portfolios are strategically managed • Assist clients in making informed decisions about investments, insurance, and retirement planning • Maintain accurate records of client interactions and financial transactions in compliance with regulatory standards Qualifications: • To qualify for the Financial Services Professional position at TruLegacy Life Group - Hughey in Richmond, VA, US, you need to possess a Bachelor's degree in Finance, Business, Economics, or a related field. • You must hold a Virginia Life & Health Insurance License to be considered for this role. • Demonstrated success in meeting and surpassing sales objectives is essential. • Strong proficiency in financial analysis is a must-have for this position. • Excellent communication and interpersonal skills are required to effectively engage with clients and colleagues. Compensation: $80,000 - $120,000 yearly
• Analyze clients' financial situations and goals to develop personalized financial plans • Provide expert financial advice and recommendations to clients based on their individual needs and risk tolerance • Monitor financial market trends and economic indicators to ensure clients' portfolios are strategically managed • Assist clients in making informed decisions about investments, insurance, and retirement planning • Maintain accurate records of client interactions and financial transactions in compliance with regulatory standards