We're dedicated to empowering you to make a difference in the lives of families and communities. As an Associate Financial Professional, you'll have the opportunity to leverage your financial expertise to provide exceptional service and help clients achieve their financial aspirations. We believe in equipping you with comprehensive support, training, and resources to establish and grow your practice confidently. You'll be part of a team that values innovation, collaboration, and professional development, ensuring that you're not just meeting goals but setting new standards in the insurance industry. Join us if you're driven, detail-oriented, and passionate about building enduring client relationships. You'll thrive in an environment that celebrates your success and challenges you to grow continuously. Our commitment to your career progression is matched only by our dedication to delivering financial stability to the individuals we serve. If you're ready to embark on a rewarding journey where your skills are valued and your growth is championed, we can't wait to meet you. Let's do good together. Responsibilities: • Ensure exceptional customer service is provided to existing clients; track and monitor communications in the client file, including strategies and financial advice given • Create customized financial plans suitable for each client based on potential life changes and changing financial needs • Assist clients in implementing financial recommendations such as life insurance, mutual funds, savings plans, and other financial products • Collect each client’s financial information to determine financial status, financial goals, cash flow, and financial expectations • Identify, seek, and establish prospects continuously and create strong relationships with new clients as their trusted advisor Qualifications: • Bachelor’s degree in business administration, finance, or related field is required • Program proficiency including MS Office, Google Suite, CRM systems, and financial planning software is preferred • Current professional license CPA, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, is required • Excellent math skills, relationship skills, communication skills, and customer service skills are crucial • Bachelor's Degree a must, sales experience and/or financial internships a plus. • A business mindset: You are motivated by the chance to help prospective clients while focusing on personal growth. • You are personable and caring, with a natural ability to connect and communicate with others. • Enthusiastic, high energy, and positive attitude. • Self-starter with a strong sense of ownership, learning agility, and ability to work autonomously. • Honesty, integrity, & ethics: you can be trusted to do the right thing for clients and for the team. • Must have excellent communication and interpersonal skills. • Quick learner who is comfortable in a fast-paced, dynamic environment. Compensation: $80,000+ at plan earnings

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