Careers at Wealth Guard Financial
Life Insurance Agent
Life Insurance Agent
Financial Services Professional
Location: Remote Work
Job Type: Commission-Based
Compensation: $85K – $125K
At Wealth Guard Financial, we pride ourselves on empowering individuals with sound financial education and providing them with tailor-made solutions to meet their unique financial needs. We’re on the lookout for a dedicated financial services professional to join our team and drive our vision forward.
Key Responsibilities:
- Engage in financial education, sales, and recruiting to expand our client base.
- Reach out to potential policyholders through proactive calls and establish meaningful relationships.
- Analyze life & annuity illustrations to provide clear insights.
- Conduct thorough financial needs analyses for clients and recommend tailored solutions that best address their financial goals.
- Manage and host online presentations via Zoom to educate and onboard potential clients.
- Utilize a business expansion mindset to identify and cultivate new business opportunities.
Requirements:
- Strong interpersonal skills with the ability to connect and build rapport with potential clients.
- A proactive approach to seeking new business opportunities.
- Current 214 life insurance license is a plus.
- Experience in reading and analyzing financial illustrations.
Compensation and Benefits: This position is commission-based, with a salary range between $85K and $125K.
Through our partnership with Global Financial Impact we’re looking for dedicated life insurance agents to join our professional team. Our agency upholds the highest industry standards, which includes conducting background checks on all potential agents to ensure client safety and trust.
An application fee is required to cover the administrative costs associated with the application and background check process. This step is integral to maintaining our commitment to professionalism and transparency.
Special Note for Unlicensed Candidates: We welcome applications from unlicensed candidates who are ready to undergo a two-week training course. Successful completion, a background check, and passing the state exam are mandatory for employment. Please be advised that this option involves tuition and state fees for licensing and liability coverage.
We offer robust support throughout the application process and welcome any questions. Join us for a rewarding career in a trusted and supportive environment.
Interested applicants are invited to submit their resume and a cover letter outlining their suitability for the role and their vision for driving business expansion at Wealth Guard Financial.
Director of Expansion
Director of Expansion
Sales Enablement and Recruitment Specialist
Location: Tampa Metro Area
Job Type: Commission-Based
Compensation: $250K – $500K Annually
Wealth Guard Financial is an innovative and forward-thinking financial services firm committed to expanding our footprint in the life insurance industry. We are currently seeking an ambitious and experienced Director of Expansion who excels in sales enablement, recruiting, and team leadership. This role is pivotal in scaling our operations and driving our strategic vision for growth.
Key Responsibilities:
- Spearhead the recruitment process by scheduling and conducting interviews with potential hires, specifically targeting licensed life insurance agents.
- Design and implement robust sales enablement strategies to maximize team performance and revenue growth.
- Foster strong relationships with top-tier sales talent, focusing on high-level recruitment to build a formidable sales force.
- Cultivate a culture of business expansion mindset within the team, emphasizing innovative approaches to market penetration and client acquisition.
- Develop and maintain a pipeline of potential business opportunities by leveraging industry networks and personal connections.
- Provide leadership and direction to the sales team, ensuring alignment with the company’s growth objectives and values.
Requirements:
- Must be a licensed life insurance agent with a strong track record in sales and recruitment.
- Demonstrable experience in team leadership and sales enablement strategies.
- Exceptional interpersonal skills with a knack for building relationships with sales professionals.
- Proven ability to identify and attract high-caliber sales talent.
- Excellent organizational skills, with an ability to manage multiple recruitment processes simultaneously.
Compensation: This is a lucrative commission-based position, with the potential for earnings ranging from $250K to $500K annually.
Through our partnership with Global Financial Impact we’re looking for dedicated life insurance agents to join our professional team. Our agency upholds the highest industry standards, which includes conducting background checks on all potential agents to ensure client safety and trust.
An application fee is required to cover the administrative costs associated with the application and background check process. This step is integral to maintaining our commitment to professionalism and transparency.
Special Note for Unlicensed Candidates: We welcome applications from unlicensed candidates who are ready to undergo a two-week training course. Successful completion, a background check, and passing the state exam are mandatory for employment. Please be advised that this option involves tuition and state fees for licensing and liability coverage.
We offer robust support throughout the application process and welcome any questions. Join us for a rewarding career in a trusted and supportive environment.
Interested applicants are invited to submit their resume and a cover letter outlining their suitability for the role and their vision for driving business expansion at Wealth Guard Financial.
Office Assistant
Office Assistant
Location: Tampa, FL
Job Type: Part-Time
Compensation: $15/hr.
Wealth Guard Financial, a leading firm in the financial services industry, is seeking a highly organized, efficient, and motivated Part-Time Office Assistant. This individual will play a pivotal role in supporting our team by managing data entry tasks, analyzing and processing leads, leveraging AI integrations for prompt lead responses, and handling communications through our web dialer. The ideal candidate will have a knack for technology, an analytical mindset, and exceptional communication skills.
Key Responsibilities:
- Data Entry and Management: Accurately input and update client and lead information in our sales CRM to ensure all data is current and accessible.
- Lead Analysis and Processing: Review incoming leads to assess their potential, categorize them accordingly, and input relevant data into our systems. Use analytical skills to translate raw data into actionable insights.
- AI Integration and Lead Response: Utilize AI tools and integrations to respond quickly and efficiently to new leads, ensuring a high level of engagement and customer satisfaction.
- Communication and Scheduling: Operate the web dialer to make and receive calls, managing appointments, and scheduling meetings for our financial professionals. Ensure all communications are professional and align with Wealth Guard Financial’s standards.
- Administrative Support: Assist with additional administrative tasks as needed, including but not limited to document preparation, file management, and supporting team members with ad-hoc requests.
Requirements:
- High school diploma or equivalent; further education or certification in administrative duties is a plus.
- Proven experience in an administrative or office assistant role, preferably within the financial services industry.
- Strong proficiency in CRM software and data entry tools; familiarity with AI technologies and web dialer systems is highly desirable.
- Excellent analytical skills with an ability to interpret and translate data into meaningful insights.
- Outstanding communication skills, both verbal and written, with a proficiency in English.
- Ability to multitask, prioritize, and manage time effectively in a fast-paced environment.
- A proactive, self-motivated individual who can work independently with minimal supervision.
Work Environment:
This is a part-time position with flexible hours to accommodate the dynamic needs of our team and clients.
Application Process:
Interested candidates should submit a resume detailing their experience and qualifications, along with a cover letter explaining why they are a good fit for this role at Wealth Guard Financial. Applications will be accepted until the position is filled.
Wealth Guard Financial is an equal opportunity employer and strongly supports diversity in the workplace. We are committed to creating an inclusive environment for all employees.
How to Apply:
Please send your application to info@wealthguardnow.com. We thank all applicants for their interest, however, only those selected for an interview will be contacted.
Wealth Guard Financial is an Equal Opportunity Employer: We are dedicated to fostering a diverse and inclusive workplace. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, or disability status. We encourage candidates of all backgrounds to apply and join our team.
