Are you ambitious, motivated, and eager to grow in the financial industry? Join our team as a financial advisor and build a rewarding career helping clients achieve their financial goals. In this role, you’ll work closely with clients to assess their needs and develop personalized strategies for investments, retirement planning, insurance, taxes, and other financial solutions. Strong communication skills, a positive attitude, and a genuine desire to help others are key to your success. We’re looking for someone with a passion for learning, a commitment to professional growth, and an interest in delivering informed, client-centered financial guidance. Responsibilities: • Maintain accurate CRM records and sales data to track progress toward monthly and quarterly goals • Apply effective sales strategies to grow and retain client portfolios • Assess clients’ financial needs and recommend tailored insurance and investment solutions • Create customized risk management plans based on each client’s profile • Build strong client relationships through consistent, high-quality service • Stay current on industry regulations, policy updates, and continuing education requirements • Attend training and obtain relevant licenses in a timely manner • Consistent communication with the leadership team Qualifications: Required: • High school diploma (or equivalent) • Basic computer proficiency, including Microsoft Office and email • Strong communication, customer service, analytical, and interpersonal skills • Must hold or be willing to obtain a Life/Health insurance license, SIE, Series 6, and Series 63 • Proven ability to stay motivated and self-disciplined in a hybrid work environment Preferred: • Bachelor’s degree • Experience using CRM or sales lead management software • Background in direct sales is a plus • Comfortable using Zoom and other virtual meeting platforms Compensation: $75,000 - $95,000+ yearly

• Maintain accurate CRM records and sales data to track progress toward monthly and quarterly goals • Apply effective sales strategies to grow and retain client portfolios • Assess clients’ financial needs and recommend tailored insurance and investment solutions • Create customized risk management plans based on each client’s profile • Build strong client relationships through consistent, high-quality service • Stay current on industry regulations, policy updates, and continuing education requirements • Attend training and obtain relevant licenses in a timely manner • Consistent communication with the leadership team