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Sales Manager Financial Services

Company: American Heritage Financial, LLC
Location: Birmingham
Posted on: March 27, 2020

Job Description:

Financial Advisors Wanted--American Heritage Financial is a rapidly expanding financial planning & strategy firm looking to add Financial Advisors in our Birmingham, AL office. We are also seeking experienced Sales Managers willing to hire and train financial professionals. Isn't it time that you work for YOUR clients and build YOUR team and not for a big insurance and investment company?WE ARE NOT YOUR TYPICAL FINANCIAL SERVICES FIRM!!!Now's the time to consider a career with American Heritage Financial. Let AHF work for you!Reasons why you should join our team of financial professionals:- Full Benefits Package (health, dental, vision, disability, and 6% matching 401(k))- Technology Package (client management system, planning tools, and marketing)- Open Architecture platform with access to hundreds of firms' products- Annualized compensation and daily commissions- Renewals and day one vesting- Lifetime Vesting after 5 years of service- Opportunities for advancement and bonuses- Supported professional development (FINRA Series 6, 7, 63, 65, 24, CFP, CLU, etc.)- Local decision making- Facilities and local office support provided (no cost to you)Our Strategy:We employ a customized macroeconomic approach when addressing our clients' financial planning goals. Our process is different from the traditional linear approach that focuses on "needs." The problem with needs-based approach is that when a goal or need is met, it often changes. We develop strategies that are both dynamic and deliver optionality in the future. We work with business owners to maximize business valuation; incentivize and keep key employees and develop a viable exit and succession strategy for when proprietors are ready to retire.Experience Preferred:Bachelor's degree. Insurance & securities licensed or ability to acquire within 6 months. Sales managers with securities, life or health backgrounds preferred.Securities offered through OneAmerica Securities, Inc., a Registered Investment Advisor, Member FINRA, SIPC. American Heritage Financial is not an affiliate of OneAmerica Securities or the companies of OneAmerica and is not a broker dealer or Registered Investment

Keywords: American Heritage Financial, LLC, Birmingham , Sales Manager Financial Services, Accounting, Auditing , Birmingham, Alabama

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