The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals.
About you
- Entrepreneurial mindset – approaches professional situations with persistence, hard work, adaptability, passion, and motivation.
- Community oriented – has a deep appreciation and connection to their surroundings and a desire to help those in it thrive and succeed.
- Communication skills – potential candidates are able to develop connections and relationships through proactive, friendly, empathetic, consistent, and respectful conversations.
Responsibilities
- Work with current or new members to provide them information about the financial services their families could utilize.
- Networking with individuals throughout the community.
- Prospecting
- Participating in mentor-lead appointments.
- Engaging in personal observation through the community.
Benefits and Perks
Medical, dental and vision Insurance paid for
401(k) retirement planning with company match
Pension plan
Group term life insurance benefits
