What are the responsibilities and job description for the Financial Advisor: Life Insurance position at Planning Alliance?
As a Financial Representative, you will work with individuals and businesses in your community to provide access to financial products and services that protect their assets, help them understand their financial life, and build wealth for the future.
You are either an experienced financial professional looking for additional support and resources or an aspiring advisor seeking mentorship and support in creating your business. Our Business Development Team has developed a robust mentorship and development program to help you achieve your goals.
What You Will Be Doing:
- Develop and maintain relationships with clients, understanding their goals, concerns, and current financial information.
- Analyze information to create a plan with appropriate strategies, products, and services.
Provided Support:
- Mentorship and training by our Business Development Team, including a 90-day
