Description:
We are a cutting-edge, forward-thinking financial advisory, boutique firm that is redefining the industry. With our innovative technology, comprehensive resources, and unwavering commitment.
As a Life Insurance Advisor, you will join a team of top-notch professionals who will empower you to unleash your expertise and flourish in an environment that rewards excellence.
What is this opportunity?
- Opportunity to build your independent financial planning practice as self employed.
- Provide exceptional comprehensive financial planning focusing on Retirement, Tax & Estate planning, Portfolio Management & Risk Management for high-net-worth clients.
- Cultivate and nurture strong client relationships through personalized attention, regular communication, and proactive engagement.
- Actively participate in business development efforts, including live webinars, social media marketing, networking events, client referrals, and strategic partnerships.
Requirements:
- Minimum of 5 years of experience as a Life insurance advisor, delivering outstanding results in Life Insurance, Wealth Management, Investment Planning, and Financial Planning.
- Bachelor’s degree in finance, Economics, or a related field.
- Relevant certifications such as LLQP (must) and CFP (preferred).
- Proven track record of building and maintaining successful client relationships, with a focus on High-Net-Worth individuals.
- Exceptional knowledge of investment products, financial markets, and regulatory frameworks.
- Demonstrated expertise in developing comprehensive financial plans, retirement planning, tax strategies, and risk management.
- Strong analytical skills, with the ability to dissect complex financial data and provide actionable insights.
- Impeccable communication and presentation skills.
- Digital literacy across a broad range of devices (i.e. – smartphones, tablets, laptops, etc.)
- Familiar with the Microsoft Office Software such as Word, Excel etc.
- Social Media Savvy