A national fraternal financial services organization is seeking financial representatives to help clients achieve their financial goals through tailored financial plans. You will provide guidance and products to assist members in protecting their families and futures. Candidates should demonstrate leadership, integrity, and a passion for bettering financial lives. The organization offers comprehensive training and benefits, including paid medical insurance and a retirement plan.
Qualifications
Passion for bettering members’ financial lives.
Ability to obtain required licenses including life insurance and FINRA registrations.
Ability to pass a background check.
Responsibilities
Create and execute tailored financial plans for clients.
Provide financial guidance and products to help members.
Build and strengthen relationships within the community.
Skills
Integrity and character
Leadership skills
Team-oriented
Results-driven
Relationship-building
Job description
A national fraternal financial services organization is seeking financial representatives to help clients achieve their financial goals through tailored financial plans. You will provide guidance and products to assist members in protecting their families and futures. Candidates should demonstrate leadership, integrity, and a passion for bettering financial lives. The organization offers comprehensive training and benefits, including paid medical insurance and a retirement plan.