Are you a Financial Services Specialist seeking an opportunity to join the vibrant team at TruLegacy Life
Group - Hughey in Richmond, VA?
We offer a competitive commission-based compensation package ranging from $85,000 to $125,000 per year.
At TruLegacy, we are dedicated to providing outstanding financial services within a nurturing and cooperative atmosphere. Our fundamental principles revolve around trust, honesty, and a firm commitment to assisting clients in realizing their financial goals. As a Financial Services Professional, your role will be pivotal in aiding clients with tailored financial planning approaches.
Come be a part of our mission to positively influence clients and the community by safeguarding their financial well-being. We help out clients get out debt and build wealth.
- 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.
- Develop lasting client relationships
- Perform annual client reviews
- 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
- Desire to meet new people
- Relationships in the community
TruLegacy Life Group, LLC, established in February 2024, is committed to providing life insurance solutions and wealth-building tools to individual clients and corporate groups, focusing on self-employed individuals.
At TruLegacy, our mission is clear: to become the leading life insurance agency in the continental United States. We are dedicated to serving a diverse clientele across various demographics, offering a comprehensive suite of life insurance products comparable to those of larger agencies. However, we go a step further—helping our clients eliminate debt and build wealth in tandem.
This innovative approach allows us to meet the needs of underserved middle-income Americans and small businesses, providing financial security and laying the foundation for a lasting legacy.
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