Financial Representative

Cornerstone Advisor Group

Financial Representative

Raleigh, NC +1 location
Paid
  • Responsibilities

    Cornerstone Advisor Group (CAG) is seeking entrepreneurial candidates who are motivated by their ability to make an impact in people’s lives and help their clients do the planning needed to achieve their long-term financial goals. Responsibilities: • Sell & Maintain Life Insurance & Annuities • Sell & Maintain Assets Under Management • Develop and maintain strong relationships with clients • Provide tailored financial advice and solutions to clients • Manage the sales process from lead generation to closing • Continuously learn and apply new industry knowledge • Collaborate with the team and share best practices Qualifications: • Active Life Producer License in your state of residence • Proven ability to sell life insurance products and generate leads • Excellent phone skills, with the confidence to reach out to new prospects and clients • Entrepreneurial mindset with a strong drive to succeed and grow a personal business • Strong interpersonal skills and ability to connect with people from diverse backgrounds Compensation: $50,000 - $120,000 yearly

    • Sell & Maintain Life Insurance & Annuities • Sell & Maintain Assets Under Management • Develop and maintain strong relationships with clients • Provide tailored financial advice and solutions to clients • Manage the sales process from lead generation to closing • Continuously learn and apply new industry knowledge • Collaborate with the team and share best practices • Maintain accurate and up-to-date client records and compliance documentation

  • Compensation
    $50,000-$120,000 per year
  • Locations
    Raleigh, NC • Roanoke, VA