Job summary
Job post source
This job is directly from Experior Financial Group
Job overview
The Insurance Sales role at Experior Financial Group involves helping clients achieve their financial goals by providing expert financial advice and managing a personal book of business.
Responsibilities and impact
The associate will consult clients to assess their financial situation, prepare customized financial solutions, manage client relationships, and ensure compliance with company policies and financial regulations.
Compensation and benefits
This is not a salary-based position, implying compensation may be commission-based; no specific benefits or bonuses are mentioned.
Experience and skills
Candidates should have strong problem-solving, analytical, and communication skills, integrity, reliability, and a servant attitude; prior customer service experience is preferred.
Career development
The role offers opportunities for promotion based on personal production and team building.
Work environment and culture
The company values integrity, dedication, passion, and a positive outlook, fostering a professional and supportive environment.
Company information
Experior Financial Group specializes in financial planning using proprietary software and custom solutions tailored to client needs.
Team overview
Associates work as part of a licensed team focused on client account management and financial planning.
Job location and travel
This is a work-from-home position requiring reliable transportation for occasional client meetings.
Unique job features
The job features proprietary Expert Financial Analysis software and emphasizes personalized client service and compliance training.
Company overview
Experior Financial Group is a financial services company specializing in insurance, investments, and financial planning. They generate revenue through commissions on insurance products, fees for investment management, and financial advisory services. Founded in 2014, Experior has grown rapidly by focusing on personalized financial solutions and leveraging a network of independent financial advisors. The company emphasizes continuous education and training for its advisors to ensure they provide up-to-date and comprehensive financial guidance to clients.
How to land this job
Position your resume to emphasize your ability to build long-term client relationships, deliver personalized financial consultations, and manage a book of business independently from day one at Experior Financial Group.
Highlight skills such as problem-solving, analytical thinking, compliance with financial regulations, and your capacity to provide customized financial solutions using proprietary tools like the Expert Financial Analysis software.
Apply through multiple channels including Experior Financial Group's corporate careers page, LinkedIn job postings, and reputable job boards to maximize your application visibility.
Connect on LinkedIn with current Financial Associates or team leaders at Experior Financial Group; start your message by complimenting their approach to client service or asking about their experience with the Expert Financial Analysis software to break the ice.
Optimize your resume for ATS by including keywords such as 'financial consultation,' 'client relationship management,' 'compliance,' 'risk management,' and 'customized financial solutions' to ensure it passes automated screenings.
Use Jennie Johnson's Power Apply feature to automate applying through multiple platforms, tailor your resume for ATS, and identify relevant LinkedIn contacts for networking, allowing you to focus your energy on preparing for interviews and building your financial expertise.
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