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

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

Qualifications

• Knowledge of local and national market opportunities
• Ability to develop and implement business strategies
• Strong interpersonal and communication skills
• Experience in hiring, training, and supporting staff
• Proven success in contingency and succession planning

Pay

We offer a payout that resembles an independent model, providing similar levels of affiliated channel support.

Schedule

The freedom to control your schedule and income is a key benefit of this role.