Investment and Life Insurance Advisor

Company Overview: Five Rings Financial is a rapidly expanding financial services firm committed to empowering individuals and businesses to reach their financial objectives. Our comprehensive suite of products includes investment management, retirement and estate planning, insurance solutions, and more. We pride ourselves on delivering tailored financial guidance that meets the unique needs of each client.

Job Overview: We are actively seeking enterprising individuals to join our team as Life Insurance and Investment Advisors. This position is ideally suited for those who excel in an autonomous work environment, possess strong relationship-building skills, and are dedicated to facilitating financial success for our clients. As a Financial Advisor at Five Rings Financial, you will have the autonomy to cultivate your own client base and deliver insightful financial counsel.

Key Responsibilities

• Client Acquisition: Actively seek and engage new clients through networking, referrals, and innovative lead-generation strategies. You will be responsible for establishing and maintaining your own client portfolio.
• Financial Planning: Conduct thorough financial assessments and devise customized financial plans that align with clients’ aspirations and risk profiles.
• Investment Management: Provide tailored investment advice and portfolio management services to meet the specific needs of each client.
• Insurance Services: Offer expert guidance on life, health, and property insurance to safeguard clients’ assets and loved ones.
• Continuous Learning: Stay informed about industry trends, products, and regulatory requirements to enhance your knowledge and skills for superior client service.
• Client Relationship Management: Develop and nurture robust relationships with clients, ensuring they receive outstanding service and support.
• Compliance and Ethics: Uphold all industry regulations and ethical standards, providing clients with honest and transparent advice.
  
  

Required Skills

• Strong interpersonal and communication abilities.
• Capacity to foster trust and build rapport with clients.
• Excellent organizational and time management skills.
• Self-driven with an entrepreneurial mindset and results-oriented approach.
• Passionate about assisting others in achieving their financial objectives.
  
  

Qualifications

• Previous experience in financial advising, sales, or customer service is advantageous.
• A proven track record of independently sourced business development is highly desirable.
  
  

Career Growth Opportunities: This role presents a unique opportunity for significant personal and professional development as you build your career in financial advising while helping clients realize their financial goals.

Company Culture and Values: At Five Rings Financial, we champion a culture that emphasizes independence, entrepreneurial spirit, and a commitment to client success. We encourage our team members to take initiative and forge personal connections with clients, fostering a collaborative and supportive environment.

Compensation And Benefits

• Competitive annual salary range: \(20,000.00 - \)250,000.00
• Flexible part-time employment options.
  
  

Employment Type: Part-Time