Financial Specialist

We’re on the lookout for a dedicated individuals to join our growing team. In this role, you will be instrumental in delivering comprehensive financial solutions to our clients. You will analyze individual financial situations, develop tailored plans, and provide expert advice on retirement planning, investment strategies, and risk management. The ideal candidate will have a strong background in finance, exceptional analytical skills, and a passion for helping clients achieve their financial goals. Collaborative teamwork and a commitment to maintaining our company's high standards of integrity and excellence are vital. If you are driven by success and enjoy building relationships with clients, we encourage you to apply

We are looking for 15 new team members in the next 30 days. Our company partners have been in business over 100 years. We are a sales and marketing firm with about 350 agents who spend their days calling clients, attending meetings, reading assigned material and ongoing training, submitting applications for clients, managing communications, and creating contracts. We are contracted with over 30 companies who provide many options for our clients. With so many contracts, we are able to find our clients the absolute best product to match their financial needs and goals. We help people with things like planning out retirement, life insurance, annuities, 401K/IRA/Roth IRA rollovers, debt consolidation, and more. Our team is a diverse group of individuals from all states in the US, they are all hardworking positive thinkers.

We are looking for team members who can keep the company culture in mind in every interaction. We are always:

-Recognizing others for their performance

-Learning together as a group/developing professional skills

-Respecting team members and clients

-Upholding a positive environment

-Participating in both individual sales and group trainings

Ideally candidates would also be:

-Motivated

-Open to a challenge

-Goal oriented

-Team over me mentality

Requirements

• Proficiency with financial planning software and Microsoft Office Suite.
• Ability to work independently and collaboratively within a team environment.