Financial Planner

We are seeking a skilled and professional Financial Planner to join our team. As a Financial Planner, you will be responsible for providing comprehensive financial planning services to clients by enrolling them with benefit packages including Life, Supplemental Health, Accident & Cancer insurance. This is an excellent opportunity for someone who is passionate about helping clients protect the assets they and their families value most.

Duties

- Conduct thorough financial assessments of clients current financial situations

- Develop customized benefit packages for clients

- Provide recommendations on asset protection and estate funding

- Analyze and evaluate clients insurance needs, including life, health, accident and cancer insurance

- Stay up-to-date with industry trends, regulations, and best practices in financial planning

Requirements

- Life Insurance License (We will assist in your licensing process)

- Familiarity with wills, trusts, and estate law is a plus

- Excellent customer relationship management skills

- Strong communication skills, both verbal and written

If you are a detail-oriented individual with a passion for helping clients achieve their financial goals, we would love to hear from you. Apply today to join our dynamic team of Financial Planners!

Job Type: Full-time

Pay: $50,000.00 - $120,000.00 per year

Benefits:

• Flexible schedule
• Health insurance
• Life insurance
• Professional development assistance

Compensation package:

• Bonus opportunities
• Commission pay
• Employee stock purchase plan
• Profit sharing
• Signing bonus

Schedule:

• Monday to Friday
• Weekends as needed

Work Location: Remote