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Skyeline Summit Life Insurance Agency seeks a motivated Real Estate Agent turned Financial Advisor to transform client needs into actionable financial plans. You will conduct needs analyses and craft personalized insurance strategies, presenting recommendations clearly while building lasting client relationships.
This full-time role requires a college degree and real estate experience, with comprehensive training provided.
Conduct comprehensive financial needs analyses for individual and business clients.
Develop customized financial plans and insurance strategies.
Present financial recommendations clearly and effectively.
Build and maintain long-term relationships with clients through proactive communication and exceptional service.
College graduate (any field); 5 years of work experience preferred
Willing to work full-time
Experienced Real Estate Agent or property professional
Own device with reliable internet access for training sessions
No prior financial or insurance experience required – we provide full training!
Quarterly Performance Bonuses
Travel Incentives - local & international
Unlimited Commissions & Team Bonuses
Full training, mentorship, and leadership development