Are you an experienced financial services professional 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: • Identify, seek, and establish prospects continuously and create strong relationships with new clients as their trusted advisor • Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products • Execute exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice given • Synthesize and present financial recommendations and strategies that are suitable based on client risk tolerance and financial objectives • Create customized financial plans suitable for each client based on potential life changes and changing financial needs Qualifications: • Knowledge of the financial industry, financial products, best practices, and tax regulations is desired • Bachelor’s degree in business administration, finance, or related field is required • Current Professional License, Florida 215 Life, Health and Annuity License. Series 6 or 7 preferable License Compensation: $100,000 - $150,000

•