Financial Services Professional û Hybrid Remote (PA)

About the role

Ambitious individuals are sought to join our team of Insurance Agents and Financial Representatives. We offer award-winning training and resources to help you succeed and develop a client base.

Responsibilities

• Grow relationships with your network and establish strong customer relationships
• Offer guidance and solutions to help families achieve financial freedom
• Obtain knowledge through sponsored coursework and proprietary agent development training
• Present clients with the ability to preserve their retirement and grow their wealth
• Guide clients through important financial decisions using the latest software and product illustrations
• Maintain a flexible in-office schedule once you complete your agent training and become a producing agent

Requirements

• Passion for helping others achieve their financial goals
• Natural networking skills
• Critical thinking abilities
• Striving to better your career

Qualifications

• Ability to present complex concepts effectively
• Strong relationship building and communication skills
• Self-motivated to network and prospect for new clients
• Competitive and entrepreneurial spirit

Skills

• Personal Planning Analysis
• Asset & Income Protection
• Investment & Advisory Services
• Trust Services
• Wealth Management
• Retirement Planning

Benefits

• Fully paid insurance licensing, SIE, Series 6, Series 63, CFP
• Commission structure designed to grow with you
• Diverse and flexible income portfolio and Bonus programs
• Retirement Savings Program

Pay

• Commission structure designed to grow with you
• Flexible in-office schedules once you complete your agent training and take off as a producing agent

Schedule

• Flexible in-office schedules once you complete your agent training and take off as a producing agent