ROLE DESCRIPTION:
We are seeking a knowledgeable and driven Financial Professional who currently holds a Series 6 & 65. This role involves providing exceptional financial guidance, insurance solutions, and investment products to our customers.
RESPONSIBILITIES:
- Deliver personalized financial services including mutual funds, annuities, life and other investment products within the scope of Series 6 & 65 licenses.
- Build and maintain strong client relationships through exceptional service and follow-up.
- Develop and implement financial strategies tailored to client needs.
- Collaborate with the agency team to support business growth and client satisfaction.
- Stay current with industry trends, regulations, and product knowledge.
QUALIFICATIONS:
- Active Series 6 & 65 licenses required.
- Strong interpersonal and communication skills.
- Self-motivated with a desire to grow within the financial services industry.
- Previous experience in financial services, insurance, or investments preferred.
- Commitment to ethical standards and compliance.
