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