Are you an experienced financial advisor who thrives on providing excellent service to help your clients meet their financial goals? If so, we are looking for you! Our successful candidate will have a proven track record of long-term advisor relationships, a wealth of industry knowledge, great communications skills, and a meticulous eye for detail. If this sounds like you, apply today! Responsibilities: • Synthesize and present financial recommendations and strategies that are suitable based on client risk tolerance and financial objectives • Seek, identify, and approach new prospects continuously and establish strong relationships with new clients as their trusted advisor • Execute exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice given • Assist clients in implementing financial recommendations such as life insurance, mutual funds, savings plans, and other financial products • Gather each client’s financial information to determine financial status, cash flow, financial goals, and financial expectations What we’re looking for... • We’re looking for people who want to make a lasting impact on the financial well-being of individuals, families, and small businesses • This is not just a sales job—it’s a career with purpose and opportunity • You’ll provide peace of mind to your clients while helping them navigate challenges that many of them find complex and confusing, such as preparing for retirement and saving for college • As an insurance agent, you will have the opportunity to see the positive impact of your work for years to come. You will grow personally and professionally along with your clients Qualifications: • Excellent math skills, relationship skills, communication skills, and customer service skills are crucial • Bachelor’s degree in business administration, finance, or related field is required • Knowledge of the financial industry, financial products, best practices, and tax regulations is desired • Current professional license CPA, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, is required • Computer proficiency including MS Office, Google Suite, CRM systems, and financial planning software is vital • Competitive • Enterprising • Coachable • Communicative • Self-disciplined • Authentic • Winning Attitude Compensation: $140,500 at plan earnings

• What we’re looking for... • We’re looking for people who want to make a lasting impact on the financial well-being of individuals, families, and small businesses • This is not just a sales job—it’s a career with purpose and opportunity • You’ll provide peace of mind to your clients while helping them navigate challenges that many of them find complex and confusing, such as preparing for retirement and saving for college • As an insurance agent, you will have the opportunity to see the positive impact of your work for years to come. You will grow personally and professionally along with your clients