Technical Consultant M365 guiding customers in adopting and optimizing Microsoft Cloud solutions. Collaborating with teams to create secure and efficient work environments.
About the role
- Wealth Consultant advising on investment strategies and insurance products at The Banderman Group. Focus on building client relationships and assisting with retirement planning in a thriving financial environment.
Responsibilities
- Utilize structured prospecting aligned with business strategy
- Guides clients on investment strategies and opportunities
- Provides expertise on insurance products and coverage
- Assists with retirement planning and wealth management
- Builds lasting client relationships for ongoing financial support
Requirements
- Drive to achieve financial licenses and certifications
- Bonus points for former athletes or sports enthusiasts
- Positive attitude and hunger for success
- Bachelor’s Degree is preferred not required
Benefits
- 401(k)
- Bonus based on performance
- Company parties
- Dental insurance
- Flexible schedule
- Health insurance
- Opportunity for advancement
- Training & development
- Vision insurance
Job title
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