Job Description
Responsibilities
- Client Consultation & Planning: Conducting financial needs analysis to provide tailored insurance and investment solutions.
- Portfolio Management: Assisting clients with retirement planning, protection, and investment holdings.
- Sales & Business Development: Expanding the client base through networking, referrals, and active prospecting.
- Recruitment & Leadership: Building a team by recruiting new agents to the company.
- Documentation: Maintaining accurate client records and financial plans.
Job Requirements
- Education: 4-year college graduate.
- Experience: With or without experience (willing to learn and be trained).
- Skills: Strong communication, networking, and sales skills.
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