Financial Consultant

We are a growing financial consulting firm dedicated to helping individuals and families create a secure financial future. Our mission is to provide smart, customized financial strategies with a focus on retirement planning, wealth preservation, and long-term security. We’re seeking a detail-oriented and driven Financial Consultant who specializes in retirement accounts to join our team. If you have a passion for helping people build a financially stable future while growing your own career, this role is for you. Responsibilities :

• Educate clients on life insurance and other financial protection strategies.
• Conduct financial needs analyses to identify opportunities and tailor recommendations.
• Build and maintain strong client relationships through ongoing service and follow-ups.
• Stay up to date on industry trends, compliance requirements, and product offerings.
• Participate in team meetings, training sessions, and leadership development programs. Qualifications :
• Strong analytical and quantitative skills with attention to detail.
• Excellent communication and client relationship-building abilities.
• Knowledge of retirement account structures and regulatory compliance.
• Licensing in Life & Health Insurance, Series 6 / 7 / 65 / 66 (preferred but not always required, depending on structure).
• Enterprising mindset with a commitment to professional growth.
• Must have a willingness to obtain proper licensing. Compensation : $65,000 yearly
• Educate clients on life insurance and other financial protection strategies.
• Conduct financial needs analyses to identify opportunities and tailor recommendations.
• Build and maintain strong client relationships through ongoing service and follow-ups.
• Stay up to date on industry trends, compliance requirements, and product offerings.
• Participate in team meetings, training sessions, and leadership development programs.

Compensation : $65,000 per year