Key skills
Leadership
About this role
Role Overview
- Develop and maintain long-term client relationships
- Conduct comprehensive financial reviews
- Deliver personalized planning strategies
- Help clients pursue retirement, protection, and wealth accumulation goals
- Expand referral relationships
- Develop centers of influence
- Strengthen community presence
- Participate in networking and business development activities
- Mentor developing advisors
- Collaborate with experienced professionals
- Participate in advanced leadership training
Requirements
- Must hold a valid Life & Health Insurance License
- Must hold FINRA registrations (SIE, Series 6, Series 7, Series 63, Series 65, Series 66, or other)
- Must have financial services, wealth management, insurance, or financial planning experience
- Must have the ability to build and maintain long-term client relationships
- Must be comfortable building relationships through networking, referrals, and community engagement
- Must be motivated and coachable
- Must be entrepreneurial and community-minded
Benefits
- Health Insurance
- Life Insurance
- Disability Insurance
- 401(k)
- Professional Support
- Paid Office Expense Support
- Marketing Support
- Business Development Resources
- Continuing Education Opportunities
- Advanced Planning Resources
- Growth & Recognition
- Leadership Development Programs
- Recognition Programs
- Bonus Opportunities
- Incentive Opportunities
- Professional Mentorship