- Comprehensive Financial Planning
- Personal Planning Analysis
- Asset & Income Protection
- Wealth Management for Corporates
- Education Funding
- Investment & Advisory Services
- Trust Services
- Angel Financing
- Venture Capital Funding
- Business Needs Analysis
- Employee & Executive Benefits
Responsibilities:
- Offer a personalized approach to providing customized solutions tailored to each client’s long term financial goals and objectives.
- Provide needs-based analysis to help 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, longterm care insurance, annuities and investments.
- Create a referral based practice to build your clientele.
- Strong interpersonal and networking skills
- Self-starter and highly motivated
- Track record of outperforming peers
- Ability to develop lasting, meaningful relationships as well as influence others
- Goal oriented at an individual and team level.
- Proficiency in MS-office
- Strong attention to detail and confidentiality
All your information will be kept confidential according to EEO guidelines.
