Financial Security Planner
About The Position
Join Our Dynamic Insurance Team as a Financial Security Planner – Shape Client Success & Business Growth! Are you ready to take your career to the next level and make a measurable impact in one of the most stable and rewarding industries? We are seeking a results-driven, relationship-focused professional to join our high-performing insurance and financial services team as a Financial Security Planner . In this role, you’ll play a pivotal part in aligning client goals with tailored financial solutions that drive long-term success—for both our clients and our business. Now Hiring: Financial Security Planner Whether you’re an experienced planner or looking to grow your career in a high-impact, client-facing role, we provide the tools, training, and support to help you thrive.
Requirements
- Exceptional relationship management and communication skills
- Strategic thinker with a consultative approach to client service
- Highly organized and detail-oriented
- Proactive, self-motivated, and results-focused
Nice To Haves
- Experience in account planning, financial services, insurance, or consultative sales is a plus
- Comfortable working independently and as part of a collaborative team
Responsibilities
- Develop and manage strategic account plans to support client goals and maximize business opportunities.
- Serve as a trusted advisor by understanding client needs and aligning insurance and financial products accordingly.
- Coordinate cross-functional teams to deliver customized solutions and ensure seamless client service.
- Identify growth opportunities within existing accounts and build new client relationships through strategic outreach.
- Track account performance, KPIs, and engagement metrics to inform recommendations and planning.
- Collaborate with internal leadership to support business development and client retention strategies.
Benefits
- Flexible Work Structure – Choose full-time or part-time; remote or hybrid options available
- Career Advancement Opportunities – Pathways to leadership, account management, or business development roles
- Attractive Compensation Model – Competitive commissions, bonuses, and incentive programs
- Comprehensive Training & Mentorship – Learn from experienced professionals and industry leaders
- Recognition & Rewards – Celebrate your success with incentives, awards, and career milestones
- Health Insurance Options – Available for qualified planners
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
