Financial Service Professional

About the role

We are seeking motivated financial service professionals committed to bettering the lives of others. Our goal is to help our policy owners achieve a sustainable financial future through our insurance, annuity, and investment solutions.

Responsibilities

• Develop and maintain relationships with potential clients
• Provide financial planning advice and solutions
• Market and sell insurance, annuity, and investment products
• Manage client portfolios and provide ongoing support
• Attend networking events and participate in community outreach

Requirements

• Bachelor's degree in finance, economics, or related field
• Minimum of 2 years of relevant experience in financial services
• Strong communication and interpersonal skills
• Ability to meet and exceed sales targets
• Passion for helping others achieve financial security

Qualifications

• Proven track record in sales and customer service
• Excellent organizational and time management skills
• Ability to work independently and as part of a team
• Passionate about financial wellness and sustainability

Skills

• Strong analytical and problem-solving skills
• Effective communication and presentation skills
• Knowledge of financial products and services
• Ability to build trust and rapport with clients

Benefits

• Comprehensive training program
• Marketing support and prospecting assistance
• Opportunities for advancement and leadership development
• Medical, dental, vision, long-term disability, and group term life insurance
• Flexible work schedule
• Professional development opportunities

Pay

$125,000+ based on experience and performance

Schedule

Full-time position with flexible scheduling options