Evaluate new customers' insurance needs, insurance risk, existing coverage, long-term goals, and financial status.
Provide professional customer service for onboarding and existing clients.
Manage client appointments and inquiries.
Assist with insurance eligibility and claim submissions.
Handle questions regarding billing and insurance policies.
Ensure all paperwork and bookkeeping records are up to date.
LeadershipCustomer serviceBookkeeping
About Alchemy Financial Group
Alchemy Financial Group empowers individuals, families, and businesses to achieve financial success. We craft tailored strategies for wealth management, asset protection, and life event planning. Since 2009, we have provided independent, objective financial advice. We partner with Cambridge Investment Research, Inc. to offer a full suite of financial products and services. You will help clients plan and execute actionable financial plans, building lasting relationships. Our advisors own their book of business, fostering true partnership and independence.
How We Work
You will join a small, dedicated team focused on client success. Our environment supports independence and empowers you to own your client relationships. We value proactive communication and a collaborative spirit. Some roles offer the flexibility to work from home. This allows you to integrate work and life effectively. We provide resources and support to help you thrive, including remote access options. You contribute to a firm where your impact is clear and your growth is encouraged.
Why Join Us
Own your client book of business from day one
Benefit from flexible work arrangements, including work-from-home options
Receive comprehensive support for client transitions and technology
Help clients build objective financial plans and secure their future
Work in a firm that prioritizes independence and professional growth
Benefits & Perks
Flexible schedule
Work from home
Client transition support
Monetary transition support
Technology hardware and software support
Access to fully equipped private office and conference rooms