Engage with clients to understand their comprehensive financial needs
Provide personalized guidance to help clients achieve financial protection and planning goals
Design and implement tailored strategies that safeguard clients' assets, income, and overall financial well-being
Regularly review and update clients' financial plans and insurance policies
Cultivate a robust network of clients through referrals, active community involvement, and professional associations

Bachelor's degree in finance, business, or a related discipline preferred
Prior experience in insurance, financial services, or business development is beneficial but not mandatory
Excellent interpersonal and communication abilities
Strong analytical skills
Capability to build lasting client relationships
Uncapped earnings potential from business development-oriented organizations

Retirement
Bonus based on performance
Company parties
Dental insurance
Flexible schedule
Health insurance
Opportunity for advancement
Training & development
Vision insurance
Comprehensive Medical Coverage, including Group Life and Disability Insurance and Parental Benefits
Company-funded pension and contributions to PFGF

Sales Advisor, Athletic Background

Key skills