Entry-Level Financial Specialist

About the position Responsibilities • Engage with clients to understand their financial goals, aspirations, and concerns. • Develop comprehensive financial plans that include investments, insurance, and retirement. • Recommend and implement insurance strategies to protect clients' assets and income. • Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances. • Build and maintain a network of clients through referrals, community involvement, and professional associations. Requirements • Bachelor's degree (preferably in business, finance, or a related field). • Strong interpersonal and communication skills. • Analytical thinking and the ability to build trust and rapport with clients. • Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available). Nice-to-haves • Previous experience in financial services, insurance, or business development is beneficial but not required. Benefits • Health insurance • Dental insurance • Vision insurance • Flexible schedule • Opportunities for advancement • Professional development • Income potential with performance incentives • Support and mentorship • Work-life balance • Flexible work from home options Apply tot his job Apply To this Job