We are seeking an experienced Financial Advisor/Life Insurance Agent to assist clients in designing and implementing strategies to achieve their goals. The ideal candidate will have a Bachelor's degree in business or finance, a proven track record of creating successful and long-term advising relationships, and excellent communication skills. Apply now! Responsibilities: Compile each client’s financial information to determine financial goals, financial status, cash flow, and financial expectations Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products Develop and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives Design customized financial plans suitable for each client based on potential life changes and changing financial needs Provide exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice given Qualifications: • Life & Health Insurance Licenses is a Must • Current professional license CPA, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, is a Plus • US Citizens & Green Card Holders Only Compensation: $100,000 at plan commission

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