Responsibilities

• Seek, identify, and approach new prospects continuously and establish strong relationships with new clients as their trusted advisor


• Optimize your excellent interpersonal skills to perform face-to-face needs analysis with potential clients.


• Develop strategic and trusted long-term client relationships


• Help make a positive impact on individuals’ and businesses’ futures by offering financial services and products that address their evolving financial needs throughout their lifetimes. These needs may include life insurance, investments, retirement, and estate planning strategies, as well as executive benefits, business succession plans, and employee benefits for your business clients.


• Our dedicated management and support teams will help provide the guidance, tools, and techniques for ongoing customer acquisition, personal growth, and greater income potential.


• You will engage the state of the art technology and internal systems and processes to service your clients.


• Training is a process, not an event whereby our financial professionals, at every level of experience, build their careers. You will participate in national and local development programs and joint work opportunities that provide comprehensive knowledge and skill training.


• We encourage and support the pursuit of professional designations that are recognized and respected by clients and others in the industry, including CFP®, Chartered Financial Consultant, and Chartered Life Underwriter.