OR-Hillsboro Relationship Manager Trainee - Farm and Ranch Clients
American Senior Benefits · Hillsboro, OR · 1 mo ago
Business Development$80k/yrFull-time
About the role
We are seeking a motivated individual to train as a Financial Advisor serving an existing book of business made up primarily of farmers, ranchers, and agricultural families throughout the Pacific Northwest. No existing book of business is required.
Responsibilities
- Work with established clients to review financial goals and retirement planning needs
- Learn a proven advisory process through hands-on training and mentorship
- Conduct appointments with individuals, families, farmers, and ranchers
- Build long-term client relationships based on trust and service
- Develop expertise in retirement, wealth accumulation, income planning, and asset protection strategies
What We Provide
- Comprehensive training program
- Existing book of business
- Qualified leads and appointment opportunities
- Ongoing mentorship from experienced advisors
- Professional licensing support, if needed
- Long-term growth and ownership opportunities
What Sets You Up for Success
- Self-motivated and coachable
- Professional communication skills
- Interest in finance, retirement planning, or helping others achieve financial goals
- Agricultural background is helpful but not required
Schedule
Monday-Thursday Full business hours Friday Limited hours No evenings required No weekend prospecting
Pay
USD $79,999.00 - USD $125,000.00 /Yr.