Building solid client relationships to offer customized products and services tailored to their unique needs. Striving for a rewarding career in a company committed to placing customer satisfaction as a top priority. Key Responsibilities: • Effectively grasping clients' financial needs and concerns. • Educating clients on preemptive financial planning to prepare for unexpected life events. • Introducing personalized approaches to help clients achieve their long-term financial goals. • Nurturing relationships to support each family member or individual in safeguarding their financial future. • Expanding professional networks and acquiring new clients to grow an insurance and financial practice. • Providing support and guidance to clients during difficult life circumstances. • Emphasizing the importance of fostering enduring client relationships built on trust and dependability. Responsibilities: • Preferred, but not required, sales experience • Possess an entrepreneurial mindset • Strong written and verbal communication skills • Desire to assist families and businesses with their financial needs • Demonstrate strong business acumen • Maintain a professional business demeanor • Display perseverance in the face of challenges • Ability to engage the local community and leverage personal networks/contacts Qualifications: • If you are highly motivated, goal-oriented, and have a strong entrepreneurial mindset, you are a good fit for this role • Excellent communication skills, both written and verbal, are required for this position • Being organized and having the ability to manage tasks effectively is essential • We are looking for high-rated performers who thrive in challenging and rewarding careers • Leadership skills and the ability to influence and inspire others are important qualities for this role • If you are seeking a long-term and fulfilling career, this opportunity is for you Compensation: $99,000 - $125,500 yearly

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• Preferred, but not required, sales experience •
• Possess an entrepreneurial mindset •
• Strong written and verbal communication skills •
• Desire to assist families and businesses with their financial needs •
• Demonstrate strong business acumen •
• Maintain a professional business demeanor •
• Display perseverance in the face of challenges •
• Ability to engage the local community and leverage personal networks/contacts