Experienced Life & Annuity Agent

Requirements

• Minimum of 3 years of experience in financial services with a growing personal practice
• Active Life and Health License required
• FINRA Series 6/7 and 63/66 licenses preferred (sponsorship and support available if not currently held)
• Demonstrated success in client development, planning, and relationship management
• Leadership ability with a strong interest in mentoring and building high-performing teams
• Business-driven mindset with a long-term vision for growth
• Must be authorized to work in the United States

Benefits

• Top-tier health coverage including medical, dental, and vision plans for you and your dependents
• 401(k) retirement plan with company match to help you build long-term security
• Life and disability insurance for added peace of mind
• Employee wellness programs and mental health resources
• Career growth opportunities and ongoing training support

Pay

TBD

Schedule

TBD

Qualifications

Passionate about helping clients achieve financial success through comprehensive financial planning and advice.

Skills

Strong financial analysis and planning skills, excellent communication and client relationship management abilities, proficiency in financial software and tools.

About the Role

Engage with clients to understand their financial objectives and provide tailored advice and strategies. Offer comprehensive solutions including investment opportunities, retirement planning, and wealth management strategies. Play a pivotal role in empowering clients to make informed financial decisions. Utilize advanced financial tools and analytics to assess client needs and develop effective action plans. Collaborate with a network of industry experts and access to cutting-edge resources to enhance service effectiveness.

Responsibilities

Develop and implement comprehensive financial plans for clients based on their unique needs and goals.

Provide personalized financial advice and guidance to clients, focusing on areas such as investments, retirement planning, and wealth management.

Assess client needs using advanced financial tools and analytics to develop effective action plans.

Collaborate with a network of industry experts to stay updated on the latest trends and best practices in financial services.

Build and maintain strong client relationships through regular communication and proactive problem-solving.

Continuously seek opportunities for professional development and growth within the financial services industry.