Top Division Financial Executive is responsible for developing the overall financial policies for a division. Provides strategic direction of all financial functions, including accounting, budget, credit, insurance, tax, and treasury. Being a Top Division Financial Executive ensures that proper financial controls are in place and that financial transactions support the overall business strategy while conforming with applicable laws and regulations. Designs and coordinates a wide variety of accounting and statistical data and reports. Additionally, Top Division Financial Executive requires a master's degree in accounting or finance. Typically reports to top management. The Top Division Financial Executive manages a departmental function within a broader corporate function. Develops major goals to support broad functional objectives. Approves policies developed within various sub-functions and departments. To be a Top Division Financial Executive typically requires 8+ years of managerial experience. Comprehensive knowledge of the overall departmental function. (Copyright 2024 Salary.com)
American Heritage Financial is seeking candidates for a variety of positions such as experienced financial planner, wealth management advisor, or insurance professional. These are direct sales roles.
Responsibilities:
Experienced Representatives will:
· Meet and exceed revenue goals
· Conduct review meetings with existing book of clients and make any necessary changes to client’s financial plan
· Strengthen relationships with a portion of existing book of business clientele
· Develop new client relationships
· Generate new business through both existing book and/or new relationships
New Representatives will:
We have all the training for new agents already in place. While sales and/or insurance experience is beneficial, candidates who are coachable and willing to work, with little-to-no experience, can expect to earn a significant income in their first year.
Education & Preferred Qualifications
· At least 3 years of successful financial sales experience- preferred
· Life and Health Insurance License-required but not prior to interview for those entering the industry.
· Series 6, 63 or 65-optional
· Series 7-optional
Securities offered through OneAmerica Securities, Inc., a Registered Investment Advisor, Member FINRA, SIPC. American Heritage Financial, LLC is not an affiliate of OneAmerica Securities and is not a broker dealer or Registered Investment Advisor
Job Type: Full-time
Pay: $80,000.00 - $150,000.00 per year
Benefits:
Compensation package:
License/Certification:
Work Location: Hybrid remote in Daphne, AL 36526
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