The ideal candidate will provide personalized investment solutions to help clients work toward their long-term financial goals. They should be comfortable creating financial plans and ensuring the accuracy of information.
About you
Entrepreneurial mindset
Community oriented
Strong communication skills
Responsibilities
Provide information about financial services to current and potential clients
Network with individuals in the community
Secure appointments through continuous prospecting
Participate in mentor-lead appointments
Ask for client introductions
Engage in community events and activities
Benefits and Perks
Extensive hands-on training program
Medical, dental and vision insurance provided
401(k) retirement planning with company match
Non-contributory pension plan
Group term life insurance benefits
Expense-paid trips, valuable prizes, and incentives
About Us
Our company has been providing financial guidance and products since 1883. Our representatives offer financial products to help members protect their families and futures. Sales contribute to member benefits, social programs, and community impact. Our financial consultants manage their own offices and build relationships with clients and the community.
Our company is an equal opportunity employer.
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