We're seeking an experienced sales professional with a proven track record of growing client portfolios to help propel our business to new levels of success. While a current insurance license is not required initially, the successful candidate will need to pass the life insurance exam if selected for this role. You'll have the opportunity to refine your sales expertise by fostering strong client relationships that enhance our company's reputation. We're here to support you every step of the way. Our personalized guidance will give you the tools to unlock your full earning potential. This role is all about crafting customized strategies - you'll develop tailored plans for selling new policies, updating existing ones, and gathering client insights to deliver the ideal insurance and wealth management solutions. Responsibilities: • Devote an unprecedented level of personal attention when implementing a range of effective sales strategies proven to maintain and grow long-term customer base • Set meetings with new and potential clients to listen to their needs, taking into account their financial statuses and stage-of-life priorities, and present insurance plan options tailored to their individual circumstances • Develop and deliver risk management strategies for each customer based on their risk profile • Schedule meetings with new and prospective clients to understand their needs, taking into account their financial situations and life priorities. Then, present personalized insurance and wealth management solutions tailored to their individual circumstances. Qualifications: • Some computer skills with ability to use Microsoft Office is required • Bachelor’s degree preferred; high school diploma required • Strong interpersonal skills, communication skills, customer service skills, and analytical skills are required Compensation: $72,000 - $100,000 at plan earnings

• Schedule meetings with new and prospective clients to understand their needs, taking into account their financial situations and life priorities. Then, present personalized insurance and wealth management solutions tailored to their individual circumstances.