Company Description

Journey Wealth Management, LLC has helped hundreds of pre-retirees and retirees embark on their journey to retirement confidence. We offer comprehensive planning for navigating life`s twists and turns by addressing everything from retirement income and tax-wise strategies to health care and legacy planning.

Role Description

Journey Wealth Management, LLC is looking for experienced financial professionals that are driven, self-motivated and customer focused. This position will be working with an existing book of clients and assisting the Senior Financial Professional through sales opportunities. The ideal candidate for this role is someone who enjoys building relationships while providing superior client service and always putting clients first. 

Role Responsibilities 

• Prepare, present, and implement customized financial strategies
• Assist clients with annuities, life, and long-term care
• Provide holistic planning to include investment, insurance & retirement
• Develop, manage, and retain strong client relationships
• Assist Senior Insurance Professional with meeting individual and team goals

Minimum Qualifications

• College degree preferred
• Must hold a valid resident state life & health insurance license
• 2 + years of financial services experience with an emphasis on sales in life & health 
• Applicants must be coachable and able to work as part of a team
• Strong initiative, efficient time management, proficiency with deadlines, positive attitude, seamless organization 
• Excellent communication skills; both verbal and written
• Strong mathematical and analytical skills
• A moderate to high degree of computer proficiency with MS Office Suite (Outlook, Excel, Word, PowerPoint)
• Experience with Salseforce CRM, but not required 

Why Work Here?

At Journey Wealth Management, LLC, we maintain a people-first mentality. If you are thinking about joining our team, you have already taken the first step towards finding a successful and fulfilling career. Our premier benefits, technology, culture, business model, and connections within the insurance industry ensure that our professionals have the resources they need to achieve the results they desire.

• Salary pay with sales compensation 
• Medical benefits
• Health Savings Account
• 401(k) with a 4% match
• Paid time-off
• Annual company trip

Disclaimer: No agent`s success, earnings, or production results should be viewed as typical, average, or expected. Not all agents achieve the same or similar results, and no particular results are guaranteed. Your level of success will be determined by several factors, including the amount of work you put in, your ability to successfully follow and implement our training and sales system and engage with our lead system, and the insurance needs of the customers in the geographic areas in which you work.