Job Description

• Execute the vision of the company by providing financial planning, insurance and investment services to clients
• Assess client's overall financial picture, and understand their needs to devise an appropriate financial plan
• Work with support staff to establish client records and update their files
• Maintain ongoing relationships with clients, keeping them updated about any changes affecting their finances
• Act as liaison to insurance providers and other financial professionals
• Love to talk to people
• Out going
• Self driven
• Orderly and organized

Company Description

Progressive company looking for an action filled individual