12/18/2021
Responsibilities
•Analyze financial information obtained from clients to determine strategies, financial products and services to help clients meet their financial objectives
•Build and maintain client base, keep client plans up-to-date and acquire new clients on an ongoing basis
•Contact clients periodically to determine if there have been changes in their financial status
•Sell financial products and services
Benefits
•Personalized and comprehensive training.
•Advancement and management opportunities
•A work-life balance
•You will receive support that is unparalleled in the industry.
•Qualifying applicants will receive reimbursement for their licensing requirements.