Employer Industry: Financial Planning and Services

Why consider this job opportunity:
- 6-figure earning potential thanks to a generous commission structure and a steady stream of qualified clients
- Dedicated appointment setter scheduling 10-12 appointments per week for ample client interaction
- Support from a dedicated case manager to assist in designing financial plans and handling paperwork
- Flexibility to manage your own schedule, promoting a healthy work/life balance
- Access to a wide range of high-quality financial products tailored to client needs

What to Expect (Job Responsibilities):
- Provide exceptional financial planning services to clients, ensuring alignment with their financial goals
- Engage with clients who are already in a planning mindset, facilitating efficient and productive interactions
- Collaborate with the estate planning sister organization to enhance service delivery
- Tailor financial solutions based on clients' unique situations and aspirations
- Build and maintain lasting relationships with clients, prioritizing their best interests

What is Required (Qualifications):
- Active Life Insurance license (required)
- Proven sales ability with a strong track record
- Proficiency in Microsoft Office
- Advanced communication skills with strong persuasive and interpersonal abilities
- Willingness to travel to meet with qualified clients, including occasional overnight stays as needed

How to Stand Out (Preferred Qualifications):
- Active Series 7 & 66 or Series 65 or ChFC equivalent (preferred)
- Clean U4 (if currently registered)
- Retirement Income Certified Professional (RICP) designation (preferred)

#FinancialPlanning #Insurance #CareerOpportunity #Sales #ClientRelations

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