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Strategic Financial Planner & Insurance Advisor
Job in
Lincoln, Logan County, Illinois, 62656, USA
Listed on 2026-08-17
Listing for:
Jobtailor
Full Time
position Listed on 2026-08-17
Job specializations:
-
Finance & Banking
Insurance Sales
Job Description & How to Apply Below
Jobtailor is seeking a client-focused financial professional to translate clients' goals into comprehensive financial plans, including investments, insurance, and retirement strategies.
You will engage with clients, assess their needs, and craft tailored strategies while building a trusted network through referrals and community involvement. Licensing sponsorship is available, with training provided to obtain required Series 6, 63, and state insurance licenses.
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