We are looking for agents who will take the intermediary role to connect our company and our customers. Your duties will include providing customers with financial consulting services and help them utilize their money most efficiently. We have offices in Mesa, Peoria, and Surprise.

We expect you to be able to research the marketplace on available products and services, identify customers' needs, design financial strategies and close solutions.

We have a proprietary system that will provide you:

First-in-class coaching and training from industry leaders
Complete back office support
Your own professionally created website(s) and blog
Specially created digital marketing materials
Email campaign system
Essential tools to generate your own book of business

Your responsibilities are:

Provide guidance towards profitable and secure financial solutions to the customers
Strategic consulting on financial products and services such as cash and debt management, insurance coverage and so on
Explore clients' overall financial situation, investigate their needs and suggest solid financial plans
Build client base and maintain win-win relationships
Stay informed about trends and updates of industry niche
Review financial plans and optimize them to ensure profits
Ensure compliance with all industry rules and regulations
Interact with providers, solicitors, other professionals

Requirements:

2+ years experience of working in a sales related field
Life & Health Licensed preferred. If not licensed, we are willing to provide guidance to help you obtain the appropriate license
Track record of proven sales skills
Experience with PCs and product illustration software
Excellent communication, negotiation and presentation skills
Accuracy, close attention to detail and the ability to provide detailed and plain explanations

About Visionary Leadership Development

Open Positions