Financial Advisor
RG&T Solutions · Evesham, NJ · 1 wk ago
FinanceFull-time
About the role
Financial Advisor dedicated to serving K–12 educators and school employees, providing personalized guidance on insurance and retirement solutions.
Responsibilities
- Provide personalized guidance on insurance and retirement solutions, including auto, home, life, supplemental insurance, and annuities.
- Assess client needs and develop tailored financial plans.
- Conduct portfolio and coverage reviews to ensure optimal solutions.
- Explain complex financial products clearly to clients.
- Build and maintain long-term relationships within school communities.
- Collaborate with internal teams to deliver exceptional service.
- Uphold core values of integrity, customer focus, and community impact.
Requirements
- Strong client-facing and interpersonal skills.
- Ability to assess needs and develop customized financial strategies.
- Excellent communication skills to explain complex products.
- Commitment to integrity and community engagement.