Associate Financial Advisor

About This Role

This role involves educating and assisting clients with retirement and life insurance options, building strong relationships, and staying informed on industry regulations to help them secure their financial future.

Responsibilities

• Educate and assist clients in selecting the best retirement options and life insurance policies
• Build and maintain strong client relationships
• Stay up to date on industry regulations and products

Requirements

• Life Insurance License (or willingness to obtain)
• Strong communication and sales skills
• Self-motivated with a goal-oriented mindset
• Ability to work independently and as part of a team
• Must be at least 18 years old

Nice to Have

• Scholar-athlete or athletic background

Benefits