Provide guidance, support and education to folks facing retirement. You will be trained to use proprietary systems to guide clients in safeguarding their future. Backed by and The , you will receive training and support as you build a career and use holistic planning and solutions for life, health and wealth.

• Meet with clients to determine their concerns and plans.
• Explain to potential clients the types of benefits, coverage, and investments available to them.
• Educate clients and answer questions about solutions, options and potential risks.
• Recommend solutions from a portfolio of over 200 options organized in propriatary software.
• Maintain client relationships and determine if changes are needed to improve any coverages and accommodate life changes.
• Work well with a team of back office support.
• Maintain detailed records for client safety in our software.

• A teachable spirit, and thirst to learn.
• The ability to quickly establish rapport and build connections.
• Strong empathy and listening skills.
• Above average communication skills.
• Maintain client relationships and determine if changes are needed to improve any coverages and accommodate life changes.
• Minimum education is a High School Diploma or GED

Our compensation plans are highly customizable and may be discussed directly with the agency owner.