Hanson Financial Services

Responsibilities:
• Meeting and contacting new potential clients to discuss financial concerns and needs
• Conducting information-gathering meetings with clients
• Analyzing client needs and presenting potential solutions
• Providing ongoing service to clients
• Developing and implementing personal business and marketing plans
• On-going development of professional skills and knowledge
• Participate in marketing and expansion strategies and efforts
• Learn financial strategies to improve your own knowledge and help others
• Help individuals, families, and businesses with identifying and implementing strategies to achieve short-term, mid-term, and long-term financial goals, including but not limited to retirement planning, college planning, debt management, insurance, investments, estate & legacy goals.
Qualifications:
• Legal U.S. Resident, Citizen, or Work Permit
• Must be able to pass a background check
• Accountable with a high level of integrity (critical in this regulated and customer-based industry)
• Teachable and open to learning the business and financial principles that expand your own personal and professional Financial IQ
• A working professional (either part-time, full-time) in a role which pays steady income.
• Highly self-motivated and self-disciplined with the ability to work effectively with little or no supervision
• Organized, detail-oriented, and excellent time-management skills
• Strong sales, analytical, decision-making, interpersonal, leadership, and communications skills
• Ability to work in a team-based environment
• Have a natural desire to learn and educate others about money
• Willingness to get a license in the financial industry. (i.e. Life & Health, Series)

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About Us

Hanson Financial Services

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Company Information

Hanson Financial Services
Booth