What are the responsibilities and job description for the Financial Planning Expert position at beBee Careers?
Job Summary:
Foster long-term relationships with clients by providing personalized financial planning solutions. Utilize industry-leading training and mentorship to develop a client base and enhance knowledge of financial products and market trends.
Foster long-term relationships with clients by providing personalized financial planning solutions. Utilize industry-leading training and mentorship to develop a client base and enhance knowledge of financial products and market trends.
Responsibilities:
- Acquire and develop a client base
- Stay up-to-date on Bankers Life financial products and market trends
- Cultivate business through award-winning training and mentorship network
Requirements:
- Life & Health licenses and securities licensing or ability to acquire licensing
- High level of self-motivation and ability to accomplish goals independently
- Success in sales, competitive roles, client services, or client-facing roles
