We are a growing financial consulting firm dedicated to helping individuals and families create a secure financial future. Our mission is to provide smart, customized financial strategies with a focus on retirement planning, wealth preservation, and long-term security. We’re seeking a detail-oriented and driven Financial Consultant who specializes in retirement accounts to join our team. If you have a passion for helping people build a financially stable future while growing your own career, this role is for you. Responsibilities: • Educate clients on life insurance and other financial protection strategies. • Conduct financial needs analyses to identify opportunities and tailor recommendations. • Build and maintain strong client relationships through ongoing service and follow-ups. • Stay up to date on industry trends, compliance requirements, and product offerings. • Participate in team meetings, training sessions, and leadership development programs. Qualifications: • Strong analytical and quantitative skills with attention to detail. • Excellent communication and client relationship-building abilities. • Knowledge of retirement account structures and regulatory compliance. • Licensing in Life & Health Insurance, Series 6/7/65/66 (preferred but not always required, depending on structure). • Enterprising mindset with a commitment to professional growth. • Must have a willingness to obtain proper licensing. Compensation: $65,000 yearly

• Educate clients on life insurance and other financial protection strategies. • Conduct financial needs analyses to identify opportunities and tailor recommendations. • Build and maintain strong client relationships through ongoing service and follow-ups. • Stay up to date on industry trends, compliance requirements, and product offerings. • Participate in team meetings, training sessions, and leadership development programs.