Job Description
Job Description
You’ll be in business for yourself, but never by yourself : Our culture of success focuses on the unique abilities every one of our associates brings to the table, develops you to your utmost potential, and is driven by our mission to create authentic relationships that redefine possible.
customize your CAREER ABOUT THE RIGHT CANDIDATERegardless of past experience, our ideal candidate possesses four key traits :
- Cultural Fit : We are creative, inclusive and collaborative. How well would you work in this type of environment?
- Unique Ability : This is one or two very obvious strengths an individual has. One essential unique ability we look for in this business is someone’s skill in meeting with people and wanting to help them.
What unique ability would you bring to your business?
- Drive : How hard are you willing to work to become successful?
- Integrity : Demonstrated honesty and desire to do the right thing always. ABOUT THE CAREERIn this role, you’ll help clients make good financial decisions for the long term while you enjoy the freedom, flexibility and growth opportunity of running your own business. RESPONSIBILITIES INCLUDE
- Prospecting for clients through networking and referrals
- Developing and maintaining long-term relationships with clients
- Providing financial solutions for clients through fact gathering and needs analyses
- Expanding personal knowledge and skills through ongoing professional development and joint work with fellow associates PROFESSIONAL DEVELOPMENT + RECOGNITION
- Holistic training program for all levels
- Product, marketing, compliance and technology support at both the agency level and the corporate level
- Unlimited income potential
- Recognition and rewards for performance, productivity and leadership Baseline educational requirements include a bachelor’s degree, and the ability to acquire a life and health license.
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