Financial Associate

We are seeking motivated individuals who are passionate about helping families protect their financial future. As a Financial Sales Associate, you will educate clients on financial products and solutions, including life insurance, annuities, retirement planning, and income protection strategies.
No prior experience is required. Comprehensive training and mentorship are provided.

Responsibilities

• Meet with clients virtually to discuss financial goals and needs
• Educate clients on life insurance, annuities, and retirement solutions
• Conduct financial needs analyses
• Develop customized protection and retirement strategies
• Maintain strong client relationships
• Participate in ongoing training and professional development
• Help families build long-term financial security