Financial Professional

Company Description

ASB Financial is part of American Senior Benefits (ASB), one of the fastest-growing Field Marketing Organizations in the country, with over 135 offices in 43 states and strong sales growth. The Florida region is a top performer, recognized for its sales success as well as its training, development, and mentoring model. ASB Financial’s client-focused presentation approach has been adopted by regions nationwide, emphasizing comprehensive solutions for insurance and financial needs.

Affiliated with more than 250 top-rated companies, ASB Financial ensures clients have access to high-quality options without compromise. Guided by the mission to “always leave the client better off than you found them,” the organization is driven by ethics and a passion for helping people.

This is a full-time, on-site Financial Professional role based in Orange Park, FL. The Financial Professional will meet with clients to assess their insurance and financial needs, explain available products, and develop tailored financial plans and solutions. Daily responsibilities include analyzing client financial situations, preparing and reviewing financial reports, and maintaining accurate documentation. The role involves educating clients on retirement, insurance, and wealth-preservation strategies, as well as following up regularly to adjust plans as needs evolve.

The Financial Professional will collaborate with the broader ASB Financial team, participate in ongoing training and mentoring, and uphold the company’s ethical standards and client-first approach.

• Strong foundation in Finance, including knowledge of financial products and services.
• Proficiency in Financial Planning and the ability to design comprehensive client-focused strategies.
• Analytical Skills for evaluating client data, assessing risk, and interpreting Financial Reporting.
• Excellent Communication skills for explaining complex concepts clearly and building client relationships.
• Ability to work on-site in Orange Park, FL and collaborate effectively within a team environment.
• High ethical standards, client-service mindset, and commitment to ongoing professional development.
• Relevant professional licenses or willingness to obtain them (such as life and health insurance licenses); prior experience in financial services or insurance is beneficial.