Alchemy Financial Group

Columbia · (us) · Columbia · Columbiamid

OtherAlchemy Financial Group

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Quick Summary

Key Responsibilities

Evaluate new customers' insurance needs, insurance risk, existing coverage, long-term goals, and financial status through consultations to create a tailored experience that exceeds expectations.

Requirements Summary

Great interpersonal, communication, leadership, and management skills Must be 18 years or older Active driver's license Must be coachable, detail-oriented, and a team player.

Technical Tools

OtherAlchemy Financial Group

P. R. Financial is an independent marketing organization (IMO) in the financial services industry; specifically in the insurance marketplace. We serve clients by acting as their independent advisor and broker for products in life insurance, health insurance, retirement, annuities, Medicare, senior benefits, and more. P. R. Financial is remaking the industry for agents by agents. Each agent owns their book of business. We would love for you to join us!

Our approach is simple. We believe in our people, we provide them a platform, we train them how to be amazing, mentor them into maturity, and cheer them on the way to becoming our partners. We want partners, not employees. Apply today!

Responsibilities

~1 min read

→Evaluate new customers' insurance needs, insurance risk, existing coverage, long-term goals, and financial status through consultations to create a tailored experience that exceeds expectations.
→Provide warm and professional customer service while onboarding new clients and maintain existing clients, including booking appointments, inquiry response, insurance eligibility, claim submissions, questions concerning billing, and insurance policies.
→Ensure all paperwork is up to date while maintaining records and bookkeeping.