Alchemy Financial Group

👥 1-10Financial ServicesWealth ManagementInsurance💼 Private Company
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Alchemy Financial Group provides insurance, investment, life event planning, asset allocation, and wealth management services. We help clients navigate the complexities of financial planning, offering tailored solutions to meet their unique needs. Based in Illinois, we are a for-profit company with a focus on building lasting relationships with our clients. Our tech stack is designed to enhance the client experience. We leverage technologies like IPhone / Mobile Compatibility, Google Tag Manager, and Google Analytics to provide a seamless and informative experience. We are committed to utilizing modern technologies to ensure we can connect with our clients effectively. We foster a culture that values individual contributions and encourages professional growth. We are a small but growing team, offering flexible work arrangements. Alchemy Financial Group is dedicated to providing our clients with exceptional service while fostering a supportive and collaborative work environment.

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🔥 Sales Representative
Posted 7 days ago

🧭 Full-Time

💸 60000.0 - 1000000.0 USD per year

  • Be willing to train in our proven platform of success
  • A track record of work ethic and responsibilities.
  • Obtain a life insurance state license (we help you through the process)
  • Once licensed: Must be on conference call Monday-Friday 8:30am-9am
  • Remote position- No office work although Feild work is required.
Posted 7 days ago
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🧭 Full-Time

💸 71078.0 - 155108.0 USD per year

🔍 Financial Services

  • 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.
  • Possesses outstanding interpersonal and communication skills.
  • 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.
Posted 15 days ago
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