At Cambridge Financial Group, our financial professionals assist clients in establishing insurance, retirement, business continuation, and estate planning strategies.
By applying appropriate designs, keeping abreast of changes in tax law and selecting quality insurance and investment products, we help our clients protect their families and businesses, reduce their tax liability and pursue their financial goals and objectives.
We work primarily with closely held business owners, professionals and families, and we provide a full range of investment, trust, and insurance services.
Job Description: Financial Professional Cambridge Financial Group professionals are responsible for building a book of business and designing and implementing comprehensive strategies for retirement, estate, and business planning while utilizing leading insurance and investment products.
A leader within our team will be committed to professional development, taking ownership of their future and helping their clients achieve financial success.
Position Responsibilities
· Utilize a process-driven approach while understanding that a one-size-fits-all approach does not work within the planning process.
· Develop and maintain client relationships through excellent service.
· Work in a joint-work culture with other firm associates and partnerships in an effort to expedite your learning curve and enter new markets.
· Deliver financial services solutions to a variety of personal and business clients.
Skills Required
· Strong sales skills
· Excellent networking and communication skills
· Interest in finance and how to maximize wealth
· Commitment to education and professional development
· Desire to create a business within our organization
· Self-motivated Training and Development Cambridge Financial Group is committed to providing comprehensive training and development.
We provide an excellent office environment, world-class support staff and the other resources necessary for success in this industry.
How we help you succeed
· World-class sales and product training
· Targeted marketing programs
· Commissions, bonuses and full-time benefits
· Reward and recognition programs
· Outstanding service and support
· Local, in-house underwriting expertise
· A full-service Broker/Dealer
· Management opportunities Job overview Company: Cambridge Financial Group Compensation: Commissions, Bonuses and Full Benefits Employee Type: Full-Time Industry: Financial Services, Insurance, Sales, Marketing, Finance Required Education: Bachelors; must be a US Citizen or have a Green Card Contact: Steve Hasson, hasson.stevenpennmutual.com www.cambridgefinancial.group Securities and Investment Advisory Services offered through Hornor, Townsend & Kent, Inc., (HTK), Registered Investment Adviser, member FINRA/SIPC.
HTK is a wholly owned subsidiary of The Penn Mutual Life Insurance Company.
Cambridge Financial Group is not affiliated with HTK.
Cambridge Financial Group acts as an insurance agency.
2450 S.
Gilbert Road, Ste.
100, Chandler, AZ 85286 6440 S.
Wasatch Blvd.
Suite 150, Salt Lake City, UT 84121 3468505KS_Mar22