Financial Advisor - Financial Professional

Description

Cornerstone Advisor Group (CAG) is seeking enterprising candidates who are motivated by their ability to make an impact in people's lives and help their clients do the planning needed to achieve their long-term financial goals.

Our team will guide an individual's drive into a thriving and purposeful financial advisory practice. You will be in business for yourself, but not by yourself; you will be part of a growing company, where you drive your career and have an impact every day. Our partnerships mean you will be working in a culture where people matter and have for over 170 years. We believe that growth isn't just about numbers, it's about keeping promises to clients and each other.

The position is open immediately to an applicant who wants to grow their business, improve their clients' lives, and their families in obtaining a strong financial future.

Responsibilities

• Sell & Maintain Life Insurance & Annuities
• Sell & Maintain Assets Under Management
• Develop and maintain strong relationships with clients
• Provide tailored financial advice and solutions to clients
• Manage the sales process from lead generation to closing
• Continuously learn and apply new industry knowledge
• Collaborate with the team and share best practices
• Maintain accurate and up-to-date client records and compliance documentation

Qualifications

Requirements :