Job Description

We are seeking a highly motivated and ambitious Junior Financial Broker with a strong desire to advance into a senior partner position. As a key member of our team, you will focus on providing exceptional client service and creating personalized financial solutions that address a variety of needs, including investments, college savings, retirement planning, personal rollovers from existing accounts, and general wealth management. This role offers a clear pathway to develop the skills and experience required to transition into a full-fledged broker role, opening doors to greater career growth, leadership opportunities, and further enhancing technical and educational abilities in financial literacy. No experience is necessary! In order to be considered, you must live in the United States. Responsibilities: • New and Current Client Relationship Management: Build and maintain strong relationships with clients, ensuring their financial and insurance needs are met and exceeded. • Consultation & Customization : Assess client needs through consultations and provide personalized insurance recommendations. Educate clients on different savings, retirement, and insurance options and make policy details clear and open to clients. • Professional Development : Participate in training programs, attend industry seminars, and work closely with senior brokers and certified trainers to gain knowledge of the brokerage business and operational processes. • Licensing : Be willing to become licensed in a span of 7-10 days with our in-depth training program. Qualifications: • Ambition : A clear desire to transition from a sales agent to an insurance broker. You’re hungry for growth and ready to take on the challenge of developing your career. • Innovative Spirit : Driven and self-motivated with a strong passion for creating long-term wealth and achieving financial freedom. • Communication : Excellent interpersonal skills to connect with clients, prospects, and team members. • Problem-Solving : Strong ability to assess client needs and provide tailored solutions. • Coachability : Easily coachable and trainable, with a strong desire for increased knowledge. About Company: Our firm aims to empower individuals from diverse backgrounds. Our company's mission is to provide financial services with the necessary tools to help families secure better futures. Moreover, we understand that knowledge is power, thus making our approach to consultations education-based. Compared to the traditional industry, our doors are open for all people throughout the financial spectrum, which truly solidifies our mission as a firm: "No family left behind."

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