TruLegacy Life Group - Hughey in Richmond, VA is seeking a Financial Services Professional to join our team. We offer a competitive compensation package with a range of $100,000 - $125,000 annually. At TruLegacy, we pride ourselves on providing top-notch financial services while fostering a supportive and collaborative work environment. Our team values trust, integrity, and dedication to helping clients achieve their financial goals. As a Financial Services Professional, you will have the opportunity to make a real impact by assisting clients in securing their financial future through personalized financial planning strategies. Join us in making a difference in the lives of clients and the community. 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: • Bachelor's degree in Finance, Business, Economics, or related field • Virginia Life & Health Insurance License • Proven track record of meeting and exceeding sales targets • Strong financial analysis skills • Excellent interpersonal and communication skills Compensation: $100,000 - $125,000 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