Financial Professional

About the role

Our regional office teams provide concierge support, leadership consulting, and a culture of inclusion and flexibility.

Responsibilities

• Business plan consulting and coaching
• A dedicated team focused on the transition of your book of business
• Local market development plus access to national market opportunities
• Help in hiring, training, and supporting your staff
• Contingency planning to help protect your clients
• Succession planning so you can retire (someday)

Benefits

• You’ll have access to a comprehensive product platform
• No requirements to sell proprietary products
• No product or carrier minimums
• Flexible contracts to accommodate your business on your terms
• The freedom to control your schedule and income

Skills

• Knowledge of small and midsized businesses retirement, benefits, and business protection
• Experience in investments and asset management

Qualifications

• Ability to work independently and autonomously
• Strong communication and interpersonal skills
• Understanding of local and national market dynamics
• Experience in business growth and development

Pay

While we help companies offer great benefits, we do the same for you … and it’s more than the standard compensation and benefits you’d expect.*

Schedule

Flexibility to accommodate your business on your terms.