Transamerica - Lieb Financial Group · 6 days ago
Financial Services Professional
Mt. Laurel, NJ
Full-time
Hybrid
New Grad, Entry LevelTransamerica - Lieb Financial Group specializes in providing expert services in finance, life insurance, health insurance, Medicare, and retirement income planning. In this role, you will assist clients with their financial planning needs, including budgeting, retirement planning, life and health insurance guidance, and investment advisory.
Insurance
Hiring Manager
Paul Lieb, Managing Director , MDRT, LUTCF
Responsibilities
Assist clients with their financial planning needs
Including budgeting, retirement planning, life and health insurance guidance, and investment advisory
Identify tailored solutions
Educate clients on financial services
Build long-term client relationships by maintaining regular communication and providing exceptional service
Collaborate with the team to innovate and improve client outcomes
Qualification
Required
Proficiency in Financial Planning, Retirement Planning, and Finance
Knowledge and experience in Financial Services and related fields
Strong Communication skills for building relationships and providing clear advice to clients
Excellent problem-solving and organizational abilities
Self-motivation and ability to work in a hybrid work environment
Preferred
Relevant certifications in finance or insurance are a plus
Bachelor's degree in Finance, Business, or related field is preferred
Company
Transamerica - Lieb Financial Group
Our agents are professionals in the field of finance, life insurance, health insurance, medicare, and retirement income planning.
Founded in 2012Mount Laurel, NJ, US
11-50 employeesFunding
Current Stage
Early StageCompany data provided by crunchbase