Hybrid Financial Consultant – Military Background

Posted 8 hours ago

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About the role

  • Wealth Consultant helping clients secure their financial futures through insurance solutions. Evaluating financial needs and establishing relationships with clients while staying informed on industry trends.

Responsibilities

  • Evaluate clients' financial needs and goals to recommend appropriate insurance products.
  • Develop personalized insurance plans that align with clients' long-term financial strategies.
  • Establish and maintain strong relationships with clients, offering continuous support and advice.
  • Stay informed about the latest insurance products and industry trends.
  • Ensure all recommendations and sales comply with company policies and regulations.

Requirements

  • Bachelor's Degree (preferred)
  • Individuals who value taking ownership and responsibility
  • People who prioritize understanding the 'who, why, and how' behind actions
  • Savvy communicators who find joy in simplifying complex decisions
  • Ambitious thinkers who embrace boundless opportunities
  • Advocates for teamwork and cooperation

Benefits

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

Job title

Financial Consultant – Military Background

Job type

Experience level

Mid levelSenior

Salary

$87,000 - $110,000 per year

Degree requirement

Bachelor's Degree

Location requirements

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