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: • Manage digital records and ensure up-to-date contracting documentation • Evaluate customers' insurance needs, risk, current coverage, and financial situation to create a customized experience • Expand business by establishing a customer pool and advertising the insurance products through networking, referrals, and other promotional methods • Provide a high regard of customer service while onboarding new clients and maintaining existing ones, including scheduling appointments, answering inquiries, verifying eligibility, and addressing bills and insurance policies Qualifications: • Exemplary math skills, communication skills, and relationship skills to support strong customer service for current and new clients • Must reside in the US • If agents aren't licensed, they must complete a Pre-licensing course within 30 days when hired • Excellent verbal and written communication skills required • Client service experience as a sales representative is a plus • Prior health insurance or life insurance experience is a bonus • Proven ability to work with goals • High school diploma or equivalent required • A strong work ethic is a must! Compensation: $50,000 - $90,000 yearly

• Manage digital records and ensure up-to-date contracting documentation • Evaluate customers' insurance needs, risk, current coverage, and financial situation to create a customized experience • Expand business by establishing a customer pool and advertising the insurance products through networking, referrals, and other promotional methods • Provide a high regard of customer service while onboarding new clients and maintaining existing ones, including scheduling appointments, answering inquiries, verifying eligibility, and addressing bills and insurance policies