Engage with clients to understand their financial goals, aspirations, and concerns
Develop comprehensive financial plans that include investments, insurance, and retirement
Recommend and implement insurance strategies to protect clients' assets and income
Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances
Build and maintain a network of clients through referrals, community involvement, and professional associations

A bachelor's degree is preferred
Previous experience in financial services, insurance or business development is beneficial but not required
Strong interpersonal and communication skills
Analytical thinking
Ability to build trust and rapport with clients
Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available)

Financial Representative – Entry Level

Key skills