How will you help grow our Practice?

You will…

• Prepare and submit insurance and investment paperwork and assist with new account openings, transfers, and transactions.
• Assist with the continuous development and implementation of our client service model.
• Enhance relationships with clients and prospects through your positive presence and through appropriate documentation in our CRM.
• Respond to routine client service issues and requests.
• Champion, train and implement technology.
• Provide administrative support to the team as needed: schedule appointments, answer and screen calls, compose and proofread correspondence and other written materials.
• Make an impact – starting with your own life.
• This is a career move that could redefine everything
  You know that restlessness you feel? Perhaps it’s an inner voice coaxing you to step into
  life more boldly. Build something. Do something meaningful. Be in control of your own
  life. It may be your inner entrepreneur calling to be released.
  What if it were possible to do all those things at once: to build something, to have deep
  impact on the world around you, and to have greater control over the course of your
  life?
  It is in fact possible, and it’s happening throughout our firm. You, too, can make the
  career move that may redefine every relationship in your life: from your personal
  relationships to your relationship with your work and your finances.
  If you’ve considered business ownership, then start your business with us
  As a Financial Services Professional, you will work directly with individuals,
  businesspeople, and families to help them navigate through and secure their financial
  future.
  The work you do is both of value, and aligns with the values we share with you:
  - Make an impact on people’s lives, and the communities you care for by
  providing paths to financial stability and peace of mind
  - Follow a well-defined career path that integrates education with mentorship and
  teaming opportunities
  - Benefit from a culture of innovation that embraces growth and the changes that
  come with it
  - Enjoy transparency, honesty, and clarity as the fundamental ingredients of
  partnership
  - Have a voice – your contributions and input matter
  - Experience the power of flexibility – and the freedom to design your work and
  your life the way you envision
  How will you build your business?
  You will…
  - Establish networks and cultivate referrals
  - Develop and maintain long-term relationships with clients
  - Provide financial solutions through fact gathering and needs analyses
  - Broaden and deepen your skillset through ongoing professional development
  and joint work with fellow associates
  Who do you need to be?
  - A strong relationship-builder who takes a client-first approach
  - A connector with people, a connector of people
  - A dedicated worker: independent, self-motivated and goal oriented
• Contact us today to discuss a change to work that can have great impact.
  CRN202306-283435