Financial Planner Seeking Former Educator/Coach
About The Position
This role is for a Financial Planner, seeking individuals with former experience as educators or coaches. The position offers meaningful work, leveraging communication expertise to guide clients through financial decisions and build lifelong relationships. It provides the opportunity to see the impact of your work and achieve greater rewards, both personally and professionally. The company emphasizes professionalism, planning, prospecting, and purpose, focusing on building meaningful relationships, fostering inclusion, and supporting advisors through leadership development and education. They also give back to the community by supporting local organizations and events.
Requirements
- Strong communication and interpersonal skills.
- Goal-oriented with a desire to succeed.
- Life insurance license and FINRA certifications (or willingness to obtain).
Nice To Haves
- Former experience as an educator or coach.
Responsibilities
- Educate clients on financial planning and insurance options.
- Provide excellent customer service and build lasting relationships.
- Collaborate with a local, supportive team.
Benefits
- Bonus based on performance
- Company parties
- Dental insurance
- Flexible schedule
- Health insurance
- Opportunity for advancement
- Training & development
- Vision insurance
- Life insurance
- Retirement plan
- Ongoing professional development
- Local culture of support and positive recognition
- Flexible work from home options available
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
