Experienced Financial Professional

Overview

Cornerstone Advisor Group (CAG) is seeking enterprising candidates who are motivated by their ability to impact people’s lives and help clients plan to achieve long-term financial goals. You will be in business for yourself, but not by yourself; you will be part of a growing company where you drive your career and have an impact every day. Our partnerships mean you will be working in a culture where people matter and have for over 170 years.

We believe that growth isn’t just about numbers, it’s about keeping promises to clients and each other. The position is open immediately to an applicant who wants to grow their business, improve their clients’ lives, and their families in obtaining a strong financial future.

• Guide clients in developing personalized financial plans that align with their long-term goals, ensuring they feel confident and secure in their financial future.
• Collaborate with our team to deliver comprehensive financial advice, drawing on our 170 years of expertise to support your clients' unique needs.
• Engage in continuous learning to stay ahead of industry trends, ensuring you provide the most current and effective strategies to your clients.
• Build and maintain strong relationships with clients, fostering trust and open communication to better understand and meet their financial objectives.
• Analyze clients' financial situations and recommend tailored solutions, empowering them to make informed decisions that enhance their financial well-being.
• Lead client meetings with clarity and purpose, ensuring each interaction is productive and leaves clients feeling informed and valued.
• Utilize our robust resources and partnerships to offer clients a diverse range of financial products and services, enhancing their financial portfolios effectively.

• The mindset of a capitalist and the heart of an altruist
• High energy, a strong work ethic, and a positive, optimistic approach
• A passion for helping people and a strong sense of mission
• Confidence, resilience, humility, and total commitment to your work
• Integrity and trustworthiness in everything you do
• The desire to create your own success while making a meaningful impact in your community
• Active Life Producer License in your state of residence (Virginia or West Virginia)
• Proven ability to sell life insurance products and generate leads
• Excellent phone skills, with the confidence to reach out to new prospects and clients
• Business-driven mindset with a strong drive to succeed and grow a personal business
• Strong interpersonal skills and the ability to connect with people from diverse backgrounds
• Eagerness and willingness to learn and improve

$50,000 - $140,000 yearly