Are you an experienced financial advisor who thrives on providing excellent service to help your clients meet their financial goals? If so, we are looking for you! Our successful candidate will have a proven track record of long-term advisor relationships, a wealth of industry knowledge, great communication skills, and a meticulous eye for detail. If this sounds like you, apply today! 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 • Synthesize and present financial recommendations and strategies that are suitable based on client risk tolerance and financial objectives • Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products • Collect each client’s financial information to determine financial status, financial goals, cash flow, and financial expectations What we’re looking for... • We’re looking for people who want to make a lasting impact on the financial well-being of individuals, families, and small businesses • This is not just a sales job—it’s a career with purpose and opportunity • You’ll provide peace of mind to clients while helping them navigate challenges that many of them find complex and confusing, such as preparing for retirement and saving for college • As an insurance agent, you will have the opportunity to see the positive impact of your work for years to come. You will grow personally and professionally along with clients Qualifications: • Computer proficiency including MS Office, Google Suite, CRM systems, and financial planning software is vital • Previous success in financial services as a financial planner, personal financial advisor, financial analyst, or financial consultant is needed • Relevant knowledge of the financial industry, financial products, best practices, and tax regulations is vital • A Bachelor’s degree in business administration, finance, or a related field is required • Exemplary communication skills, math skills, relationship skills, and customer service skills are vital • Competitive • Enterprising • Coachable • Communicative • Self-disciplined • Authentic • Winning Attitude Compensation: $140,500 at plan earnings

• What we’re looking for... • We’re looking for people who want to make a lasting impact on the financial well-being of individuals, families, and small businesses • This is not just a sales job—it’s a career with purpose and opportunity • You’ll provide peace of mind to clients while helping them navigate challenges that many of them find complex and confusing, such as preparing for retirement and saving for college • As an insurance agent, you will have the opportunity to see the positive impact of your work for years to come. You will grow personally and professionally along with clients