What are the responsibilities and job description for the Investment Solutions Expert position at Elevated Financial Management?
Your Skills and Qualifications
To succeed in this role, you should have:
- A Life Insurance License and Series 65 (or equivalent).
- Minimum 3 years' experience in financial advisory or retirement planning.
- Proven ability to close business and convert prospects into clients.
- Strong knowledge of retirement planning, annuities, and tax-efficient investment strategies.
- Exceptional interpersonal and communication skills.
