About the role

  • Engage with clients to understand their financial goals, aspirations, and concerns.
  • Develop comprehensive financial plans that include investments, insurance, and retirement.
  • Recommend and implement insurance strategies to protect clients' assets and income.
  • Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances.
  • Build and maintain a network of clients through referrals, community involvement, and professional associations.

Requirements

  • Previous experience in financial services, insurance or business development is beneficial but not required.
  • Strong interpersonal and communication skills.
  • Analytical thinking and ability to build trust and rapport with clients.
  • Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available).

Benefits

  • Retirement
  • Company parties
  • Dental insurance
  • Flexible schedule
  • Health insurance
  • Opportunity for advancement
  • Training & development
  • Vision insurance

Job title

Financial Group

Job type

Experience level

Mid levelSenior

Salary

$62,000 - $87,000 per year

Degree requirement

No Education Requirement

Location requirements

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