What are the responsibilities and job description for the Retirement Planning Expert position at Abich Financial Services Inc.?
About Us
Abich Financial Services Inc. is dedicated to providing high-quality financial services to our clients. Our team of experienced professionals is committed to helping individuals achieve their long-term financial goals. If you are passionate about finance and eager to make a difference, we encourage you to explore this exciting opportunity.
Job Description
This position involves serving as the primary point of contact for clients, providing comprehensive financial planning services and personalized advice tailored to their individual needs. You will manage client assets, deliver ongoing portfolio management and investment advice, and recommend life insurance and annuity products when appropriate.
Requirements
- Series 65 and Life & Annuity licenses required.
- CFP Designation highly desirable.
- At least five years of experience in insurance/annuity sales and asset management.
- Bachelor's degree required.
- Strong communication, interpersonal, and problem-solving skills.
- Proven ability to collaborate and build effective relationships with clients and colleagues.
