<p><strong>What role you will play in team:</strong> You will be responsible for building relationships with clients and providing them with comprehensive financial advice.</p><p><strong>What you will do:</strong> You will conduct client needs assessments, discuss various financial options, and assist with application processes.</p><p><strong>Key responsibility:</strong><ul><li>Proactively generate leads through networking and referrals.</li><li>Conduct comprehensive financial needs analysis for clients.</li><li>Provide professional financial advice and recommendations.</li><li>Prepare and present tailored proposals to clients.</li><li>Maintain accurate client records and documentation.</li><li>Attend regular training sessions to stay updated on industry knowledge.</li></ul></p><p><strong>Required Qualification and Skills:</strong><ul><li>Bachelor's degree is a plus</li><li>Excellent communication and interpersonal skills.</li><li>Strong sales and closing abilities.</li><li>Proven track record in client relationship management.</li><li>Financial planning or insurance knowledge (preferred).</li></ul></p><p><strong>Benefits Included:</strong><ul><li>Competitive base salary and high earning potential through commissions.</li><li>Comprehensive health and life insurance coverage.</li><li>Paid time off and company-sponsored training and development programs.</li><li>Opportunities for career advancement within the company.</li></ul></p><p><strong>A Day in the Life:</strong>Your day will be spent meeting with prospective clients, assessing their needs, and discussing various financial planning solutions. You'll also follow up on leads and track your progress toward sales goals.</p>