Financial Advisor

Financial Professional

Are you a leader who has the following traits?

• Competitive
• Forward-thinking
• Coachable
• Communicative
• Self-disciplined
• Authentic

• Guide clients in developing personalized financial plans that align with their long-term goals.
• Educate clients on a range of insurance and investment products to empower informed decision-making.
• Build and maintain strong client relationships through regular communication and trust-building activities.
• Analyze clients' financial situations to identify opportunities for growth and risk management.
• Collaborate with clients to adjust their financial strategies as their needs and circumstances evolve.
• Utilize digital tools to streamline client interactions and enhance service delivery.
• Stay informed about industry trends and regulatory changes to provide up-to-date advice and solutions to clients.

• Ability to educate clients on insurance and investment products.
• Proven track record of building and maintaining strong client relationships.
• Skill in analyzing financial situations to identify opportunities for growth and risk management.
• Ability to collaborate with clients and adjust financial strategies.
• Proficiency in utilizing digital tools.
• Commitment to staying informed about industry trends and regulatory changes.
• Applicable FINRA general securities licenses and agent state law compliance, or willingness to obtain them.

Commission-based compensation with potential to earn between $100,000 and $140,000 yearly, based on individual performance. Eligible full‑time agents receive medical, dental, vision, life, and disability insurance, as well as a 401(k) and pension plan. Performance incentives and professional‑development opportunities are available.

Average income for 2024 financial professionals meeting minimum sales production requirements was approximately $120,555. Compensation is determined by sales volume, commission structure, and company policy.