About the Role We’re looking for a motivated, people-focused professional to join our growing financial services team. This is a great opportunity for someone who enjoys building relationships, helping others, and wants the chance to grow both personally and professionally. You do not need years of industry experience to succeed here. We provide training, mentorship, and support for individuals who are coachable, hardworking, and ready to build a meaningful career. What We’re Looking For • Strong communication and people skills • Self-motivated and dependable • Comfortable talking with new people and building relationships • Positive attitude and willingness to learn • Organized and goal-oriented • Previous experience in sales, customer service, banking, finance, or business development is helpful but not required What We Offer • Flexible schedule options • Training and mentorship from experienced professionals • Supportive team environment • Opportunities for career growth and leadership • Competitive compensation with performance incentives • The chance to make a real impact on people’s lives Who This Role Is Great For This position can be a strong fit for: • Recent graduates • Career changers • Sales or customer service professionals • Enterprising individuals or self-starters • Individuals looking for a long-term growth opportunity Apply Today If you enjoy working with people, are motivated to grow, and want a career where your effort directly impacts your success, we’d love to connect with you. Responsibilities: What You’ll Be Doing • Meet with individuals and families to understand their financial goals • Help clients explore solutions for protection, savings, retirement, and long-term planning • Build and maintain strong client relationships • Generate new business through referrals, networking, and community involvement • Stay organized and provide excellent ongoing service to clients Qualifications: • Experience in building and maintaining strong client relationships. • Ability to communicate effectively and empathetically with individuals and families. • Proven track record of generating new business through referrals and networking. • Comfortable with public speaking and community involvement to expand client base. • Organized and detail-oriented, ensuring excellent ongoing service to clients. • Self-motivated with a positive attitude and a willingness to learn and grow. • Previous experience in sales, customer service, or finance is a plus but not required. Compensation: $100,000+

• What You’ll Be Doing • Meet with individuals and families to understand their financial goals • Help clients explore solutions for protection, savings, retirement, and long-term planning • Build and maintain strong client relationships • Generate new business through referrals, networking, and community involvement • Stay organized and provide excellent ongoing service to clients • Continue learning through training and professional development