Are you an experienced financial advisor who thrives on providing excellent service to help your clients meet their financial goals? If so, we are looking for you! Our successful candidate will have a proven track record of long-term advisor relationships, a wealth of industry knowledge, great communications skills, and a meticulous eye for detail. If this sounds like you, apply today! Responsibilities: • Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products • Identify, seek, and establish prospects continuously and create strong relationships with new clients as their trusted advisor • Collect each client’s financial information to determine financial status, financial goals, cash flow, and financial expectations • Customize financial plans for each client based on potential life changes and changing financial needs • Execute exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice given What we’re looking for... We’re looking for people who want to make a lasting impact on the financial well-being of individuals, families, and small businesses. This is not just a sales job—it’s a career with purpose and opportunity. You’ll provide peace of mind to clients while helping them navigate challenges that many of them find complex and confusing, such as preparing for retirement and saving for college. As an insurance agent, you will have the opportunity to see the positive impact of your work for years to come. You will grow personally and professionally along with clients. Qualifications: • Relevant knowledge of the financial industry, financial products, best practices, and tax regulations is vital • Success as a financial planner, personal financial advisor, financial analyst, or financial consultant is desired • Experience with computer programs, such as MS Office, Google Suite, CRM systems, and financial planning software is essential • Excellent math skills, relationship skills, communication skills, and customer service skills are crucial • To have the ability to build personal relationships with clients and help them reach their financial goals. Compensation: $105,000 at plan commission

• What we’re looking for... We’re looking for people who want to make a lasting impact on the financial well-being of individuals, families, and small businesses. This is not just a sales job—it’s a career with purpose and opportunity. You’ll provide peace of mind to clients while helping them navigate challenges that many of them find complex and confusing, such as preparing for retirement and saving for college. As an insurance agent, you will have the opportunity to see the positive impact of your work for years to come. You will grow personally and professionally along with clients.