Financial Advisor/Employee Benefit Consultant

Looking for energetic individuals that are self motivated and have good selling skills. We are a young company with 33 years of collective experience and are in the top of our industry. Brand new office building with private office  included and office expenses covered. Competitive commissions and benefits based on production. Will also provide leads.

 

Duties:

* Markets services by asking for referrals from current clients; meeting prospects at community functions;  presenting Employee Benefits to Companies.

 

* Monitors clients' financial situation by tracking changes in wealth and life circumstances;analyzing company benefit plans; recommending changes in goals and plans.


* Education in Financial Systems will be provided along with Training on systems

 

Skills/Qualifications:

Insurance/Financial background, Financial Software knowledge, good relationship building skills, general business knowledge