Treloar & Heisel · 2 days ago
Financial Services Associate
United States
Full-time
Remote
Entry Level
$65K/yr - $85K/yr
Maximize your interview chancesConsultingFinance
No H1B
Hiring Manager
Tyler Hughes
Insider Connection @Treloar & Heisel
Get 3x more responses when you reach out via email instead of LinkedIn.
Responsibilities
Complete all training videos and take all appropriate training tests
Generate appropriate leads from target market
Give presentations to a range of prospective clients
Visiting clients and potential clients to evaluate needs and promote services and products
Preparing and submitting applications
Preparing weekly and monthly reports
Attend trade shows
Maintain activity records
Assist current Financial Services Professionals, Regional Directors, and Regional Vice Presidents in designated regions
Follow all policies and standard operating procedures
Qualification
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Required
A bachelor's degree from a four-year college or university
Must be willing to relocate (This includes to the headquarters in New Castle, PA – then to your future territory following the training period)
Willing to travel roughly 15 weeks per year
Must pass background investigation
Preferred
Life & Health license
Property & Casualty license
Benefits
Relocation assistance provided
All associated expenses are paid for by the company
Company
Treloar & Heisel
Treloar & Heisel provides financial services for the dental and medical sectors.
Founded in 1959
51-200 employees
Funding
Current Stage
Growth StageCompany data provided by crunchbase
