We are seeking an experienced Financial Advisor to assist our clients in designing and implementing strategies to achieve their goals. The ideal candidate will have a Bachelor's degree in business or finance, a proven track record of creating successful and long-term advising relationships, and excellent communication skills. Apply now! Responsibilities: • Create customized financial plans suitable for each client based on potential life changes and changing financial needs • Collect each client’s financial information to determine financial status, financial goals, cash flow, and financial expectations • Aid clients in implementing financial recommendations such as savings plans, life insurance, mutual funds, and other financial products • Execute exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice given • Identify, seek, and establish prospects continuously and create strong relationships with new clients as their trusted advisor What is expected of our Agents? • Ability to understand the needs and financial concerns of clients • Ability to educate clients on how to plan ahead for the future financially so that they are prepared for unfortunate life events/ circumstances they may encounter • Promote customized ways for clients to achieve their long-term financial goals • Cultivating relationships, with a view to helping every family member or individual pursue financial security • Ability to build an insurance and financial practice through establishing professional networks and prospecting for new clients • Providing compassion and guidance to clients when unfortunate life circumstances arise • Having a clear focus on developing and maintaining long-term bonds with clients, resulting in trust and continuity of community over time Qualifications: • Knowledge of the financial industry, financial products, best practices, and tax regulations is desired • Excellent math skills, relationship skills, communication skills, and customer service skills are crucial • Previous success in financial services as a financial planner, personal financial advisor, financial analyst, or financial consultant is needed • Experience with computer programs, such as MS Office, Google Suite, CRM systems, and financial planning software is essential • Requires a Bachelor’s degree in finance, business administration, or related field Desired Skills and Experience • 4-year College Degree (Recommended) • Candidate must be an accomplished communicator with strong verbal and written skills • Prior sales and/or business experience preferred • Business mindset • Strong desire to help others It is also a plus if you have strong interpersonal management skills, are a self-starter, and are capable of working individually as well as in a team environment • Purpose-driven goals Compensation: $70,000+ At Plan Earnings Yearly

• What is expected of our Agents? • Ability to understand the needs and financial concerns of clients • Ability to educate clients on how to plan ahead for the future financially so that they are prepared for unfortunate life events/ circumstances they may encounter • Promote customized ways for clients to achieve their long-term financial goals • Cultivating relationships, with a view to helping every family member or individual pursue financial security • Ability to build an insurance and financial practice through establishing professional networks and prospecting for new clients • Providing compassion and guidance to clients when unfortunate life circumstances arise • Having a clear focus on developing and maintaining long-term bonds with clients, resulting in trust and continuity of community over time