We are seeking an eager, strategic, and definitive financial advisor to fill an entry-level position that offers room for growth and a promising job outlook. Our ideal candidate will be driven by the need to help clients identify and achieve their financial goals through a variety of planning services. Join our team to begin honing your skills related to risk management, estate planning, debt and investment management, real estate, retirement planning, mutual funds, investment options, and more. If you're dedicated to delivering excellent client service and this sounds like a good fit, start the application process today! Responsibilities: • Utilize sales/CRM databases, customer records, and related organizational tools current to accurately report progress to monthly and quarterly sales quotas • Implement sales strategies and tactics proven effective in maintaining and growing existing customer portfolios comprised of loyal, long-term clients • Maintain consistent quality customer service • Educate and consult new and potential clients, assess their priorities and finances, and determine suitable insurance plan options that successfully meet their individual insurance needs • Develop and deliver risk management strategies for each customer based on their risk profile • Stay abreast of insurance industry protocols and policy changes to ensure fulfillment of all policy requirements, continuing education, and monitor insurance claims to ensure mutual satisfaction Qualifications: • 4-year College Degree • Candidate must be an accomplished communicator with strong verbal and written skills • Prior sales and/or business experience preferred • Entrepreneurial mindset • Strong desire to help others • It is also a plus if you have strong interpersonal management skills, are a self-starter, and capable of working individually as well as in a team environment Compensation: $65,000 - $85,000 +

• Utilize sales/CRM databases, customer records, and related organizational tools current to accurately report progress to monthly and quarterly sales quotas • Implement sales strategies and tactics proven effective in maintaining and growing existing customer portfolios comprised of loyal, long-term clients • Maintain consistent quality customer service • Educate and consult new and potential clients, assess their priorities and finances, and determine suitable insurance plan options that successfully meet their individual insurance needs • Develop and deliver risk management strategies for each customer based on their risk profile • Stay abreast of insurance industry protocols and policy changes to ensure fulfillment of all policy requirements, continuing education, and monitor insurance claims to ensure mutual satisfaction