Financial Professional

The Pelora Group

Financial Professional

Winston-salem, NC +1 location
Full Time
Paid
  • Responsibilities

    Are you looking for an opportunity to impact your community, help build a legacy for yourself and your clients, and find the independence and flexibility you seek without being alone? As a Financial Professional supported by The Pelora Group, you’ll be part of a community of professionals that help will help you determine your purpose, execute your vision, and build your business. • You will be a great partner for The Pelora Group if: You’re entrepreneurially driven • You place a high value on relationships and your client’s experience • Have alignment with our firm’s core values of Balance, Growth, Authenticity, Conviction, and Stewardship • You appreciate the differences in everyone’s situation and have the desire to learn what success means to each client and family that you serve. • You thrive on expanding personal knowledge and skills through ongoing professional development and learning from other financial professionals through joint work. • You love meeting new people and building a network • You are self-motivated and will work determinedly to achieve your vision of success • The Pelora Group will be a great partner for you if: You desire to join a community of professionals who are as passionate about your success as you are. • You appreciate the idea of being independent but not alone while building and scaling your business. • You enjoy the idea of partnering with a team that will help you navigate change, enhance productivity, and come alongside you to help you achieve your goals. Requirements: • A true desire to learn more about the impact you can make as a Financial Services Professional with The Pelora Group. Each person’s journey is unique, so if you’d like to start a conversation with one of our guides, CRN202603-4064852 Responsibilities: • Develop personalized financial strategies based on clients' financial goals and risk tolerance • Conduct regular assessments of clients' investment portfolios to ensure they are in line with their financial objectives • Provide expert advice on retirement planning, investment options, and insurance solutions to clients • Build and nurture strong client relationships to understand their changing financial needs and goals effectively Qualifications: • Valid Life and Health Insurance License • Essential qualifications include a solid understanding of investment products and financial planning • Strong communication and interpersonal skills are key requirements for this position Compensation: $79,500 at plan earnings

    • Develop personalized financial strategies based on clients' financial goals and risk tolerance • Conduct regular assessments of clients' investment portfolios to ensure they are in line with their financial objectives • Provide expert advice on retirement planning, investment options, and insurance solutions to clients • Build and nurture strong client relationships to understand their changing financial needs and goals effectively

  • Compensation
    $79,500 per year
  • Locations
    Winston-salem, NC • Charlotte, NC