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: • Establish strong relationships with new clients as their trusted advisor and continuously identify, seek, and approach prospects • Execute exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice given • Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products • Collect each client’s financial information to determine financial status, financial goals, cash flow, and financial expectations • Synthesize and present financial recommendations and strategies that are suitable based on client risk tolerance and financial objectives 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 your 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 your clients Qualifications: • Computer proficiency including MS Office, Google Suite, CRM systems, and financial planning software is vital • Superior customer service skills, math skills, relationship skills, and communication skills are preferred • CPA license, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, are required • Up-to-date knowledge of the financial industry, financial products, best practices, and tax regulations is necessary • Previous success in financial services as a financial planner, personal financial advisor, financial analyst, or financial consultant is needed • Competitive • Enterprising • Coachable • Communicative • Self-disciplined • Authentic • Winning Attitude Compensation: $140,500 at plan earnings

• 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 your 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 your clients