Associate Financial Advisor with Sales Focus

Become a pivotal part of an agency as an Associate Financial Advisor, focusing on sales across life and wealth management sectors. This in-office role emphasizes client engagement and proactive sales techniques.
In this role, you will be instrumental in developing agency operations through strategic outbound prospecting and sales activities. You'll engage with clients to offer personalized product recommendations, ensuring compliance and growth in personal and business markets. Additionally, your work will involve comprehensive risk assessments and collaboration on marketing strategies.
Key Responsibilities:
• Identify and analyze client needs for tailored financial solutions
• Support growth in life, group, and wealth management products
• Conduct thorough client reviews for continuous improvement
• Complete risk assessments and underwriting tasks
• Develop marketing strategies for product area growth
Requirements:
• Mutual Fund and Life Licenses are mandato...

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