Financial Representative / Advisor

<div><h3>Job Description</h3><br /><p>As a Financial Representative you will build long-lasting relationships with clients, offer guidance, and provide solutions to help clients meet their financial goals.</p><br /><p>Financial Representatives are supported by training programs, mentoring, and unlimited access to resources. They also work with a network of specialists who support clients in the following areas:</p><br /><ul><br /><li>Comprehensive Financial Planning - Personal Planning Analysis</li><br /><li>Asset &amp; Income Protection - Education Funding</li><br /><li>Investment &amp; Advisory Services - Trust Services</li><br /><li>Business Needs Analysis - Employee &amp; Executive Benefits</li><br /></ul><br /><h3>Responsibilities</h3><br /><ul><br /><li>Offer a personalized approach to providing customized solutions tailored to each client’s long-term financial goals and objectives.</li><br /><li>Provide needs-based analysis to ensure the client’s needs are met at every life stage, managing financial risk and achieving financial security in the areas of life insurance, disability insurance, long-term care insurance, annuities, and investments.</li><br /><li>Create a referral-based practice to build clientele.</li><br /></ul><br /><h3>EEO Statement</h3><br /><p>All your information will be kept confidential according to EEO guidelines.</p></div><br />#J-18808-Ljbffr