Financial Advisor

We are seeking a motivated, business-minded individual to join our team as a Financial Advisor. This opportunity offers the potential for professional growth, business ownership, and the ability to make a meaningful impact in the lives of others. Our ideal candidate is passionate about helping individuals and families navigate their financial journeys, identify their goals, and develop strategies to achieve long-term financial success. As part of our team, you'll have the opportunity to build your expertise in financial planning, risk management, estate planning, debt and investment management, retirement planning, and wealth-building strategies while developing lasting client relationships. If you have a strong work ethic, a desire to succeed, and a genuine passion for helping others, we'd love to connect with you. Take the first step toward building a rewarding career and making a difference in your community. Apply today! Compensation: $90,000 - $140,000 Qualifications Active FINRA Series 7 and Series 63 or 65 licenses preferred, but not required.Foundational knowledge of the financial services industry, financial products, and the role of a financial advisor.Proficiency in Microsoft Office, Excel, Google Workspace, CRM systems, financial planning software, and related business tools.Strong mathematical, communication, and interpersonal skills, with the ability to build and maintain relationships with current and prospective clients.The Ideal CandidateYou embody the mindset of a capitalist and the heart of an altruist. You are someone who:Brings high energy, a strong work ethic, and a positive, optimistic attitude.Has a genuine passion for helping others and a strong sense of purpose.Demonstrates confidence, resilience, humility, and a commitment to professional growth.Leads with integrity and builds relationships based on trust.Is motivated to create personal success while making a meaningful impact in the community.Takes initiative, embraces challenges, and is eager to learn and improve.RequirementsActive Life Producer License in your state of residence.Demonstrated ability to sell life insurance products and generate leads.Strong phone skills and the confidence to connect with new prospects and existing clients.A business mindset with a strong desire to build and grow a successful business.Excellent interpersonal skills and the ability to connect with people from diverse backgrounds.A willingness to learn, adapt, and continuously develop professionally.Exemplary math skills, communication skills, and relationship skills to support strong customer service for current and new clientsExperience working with Microsoft Office, Excel, CRM systems, financial planning software, Google Suite, and other related business or money management tools desiredBaseline knowledge about financial industry concepts, financial products, and the role of a financial advisor is desired Responsibilities Job duties include, but are not limited to:Sell & Maintain Life Insurance & AnnuitiesSell & Maintain Assets Under ManagementDevelop and maintain strong relationships with clientsProvide tailored financial advice and solutions to clientsManage the sales process from lead generation to closingContinuously learn and apply new industry knowledgeCollaborate with the team and share best practicesMaintain accurate and up-to-date client records and compliance documentationGather and assess each client’s financial information to accurately determine factors including financial status, cash flow, monetary expectations, financial goals, retirement plans, and additional factors related to wealth managementCustomize financial plans for each client based on his or her professional/work circumstances, life stage, and evolving financial needsMake strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goalsBe a coachable, organized team member interested in pursuing training development and educational opportunitiesServe as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects