Company
Union Retirement Solutions
Position
Financial Services Professional
Company Contact
To apply, email resume to:
Union Retirement Solutions is a leading financial services provider to individuals and large labor groups. We are dedicated to providing union families with solutions for both asset protection and wealth creation. We have a great reputation and a 20 year history in our industry. Our corporate office is in Phoenix, Arizona and we have satellite offices in several western states.
Job Type
Customer Service/Sales
Job Description
Union Retirement Solutions is seeking service-minded individuals to fill Financial Services Representative positions in the San Francisco Area. Our regional office is in San Ramon (Bishop Ranch).
A Union Retirement Solutions Financial Representative supports the closing of sales by upholding the integrity of our organization and building lasting relationships with our clients. We work with union members to create personalized strategies to maximize all of their retirement resources. Our specialized discovery process places an emphasis on education and information. We work with our clients to clearly identify goals and then implement specific financial strategies to reach them.
Duties and Responsibilities:
Analyze a prospective client’s personal financial information and goals and communicate those goals to the home office.
Interface with the Case Design Team to create personalized Financial Analysis (Capital Management Planning) for a prospective client. Each Financial Analysis will be completed and approved by the Case Design Team.
Understand, explain and answer questions about the Capital Management Plan.
Deliver the Capital Management Plan to the prospective client.
Complete any necessary applications and transfer paperwork.
Deliver excellent customer service to existing clients and prospective clients alike.
Develop and maintain a professional presence.
Required Qualifications
Insurance Producer License – Life and Health.
Two years of work experience required; commissioned sales and customers service experience in real estate, auto sales or insurance is a plus.
College-level education is preferred. High school diploma is required.
Strong interpersonal communication skills.
An outgoing, positive person who enjoys building lasting relationships.
Extreme attention to detail and strong reasoning abilities.
A driven, disciplined, and resilient personality.
An achievement-focused and coachable professional.
Basic computer skills.
Valid driver’s license, reliable transportation with liability and property insurance coverage on the vehicle.
Additional Information
What We Have to Offer:
Competitive Commission-based Compensation
A developed niche market and qualified prospects (no cold calling).
We have one of the best qualified lead programs in the industry.
Flexible, set your own schedule.
The ability to provide meaningful solutions to complex financial problems.
Unlimited growth potential.
Ongoing marketing, support and relationship development.
Dependability and Integrity.
We do not offer health insurance benefits at this time.