Our firm is growing rapidly, and we are looking for an experienced sales professional to advise clients and help them make smart, profitable decisions to meet their financial goals. We are looking for someone with a proven success record advising long-term clients, with superb inter-personal and customer service skills. We offer comprehensive training in Financial and Insurance solutions. If this sounds like a fit for your expertise, start your application today! Responsibilities: • Seek, identify, and approach new prospects continuously and establish strong relationships with new clients as their trusted advisor • Develop and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives • Collect each client’s financial information to determine financial status, financial goals, cash flow, and financial expectations • Aid clients in implementing financial recommendations such as savings plans, life insurance, mutual funds, and other financial products • Create customized financial plans suitable for each client based on potential life changes and changing financial needs Qualifications: • Superior customer service skills, math skills, relationship skills, and communication skills are preferred • A Bachelor’s degree in business administration, finance, or a related field is required • Success as a financial planner, personal financial advisor, financial analyst, or financial consultant is desired • Current Professional License, Florida 215 Life, Health and Annuity License. Series 6 or 7 preferable License Compensation: $80,000 - $120,000

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