What are the responsibilities and job description for the Benefits Partnership Professional position at U.S. Retirement & Benefits Partners?
Key Qualifications
We are looking for a Financial Advisor who has:
- Strong interpersonal and relationship-building skills
- Ability to engage and educate clients in financial planning discussions
- Excellent verbal and written communication skills
- Self-motivated with the ability to work independently
- Proficiency in CRM systems for tracking client interactions
