Job Description

Overview
The purpose of the Financial Representative is to meet the needs of middle-income clients by educating them on risk protection, financial security, and wealth creation; analyzing needs; and recommending and selling the corresponding financial solutions. A Financial Representative must educate their clients, assess their clients' needs, and sell financial solutions in an ethical and client-focused manner, always selling the right way and for the right reasons.
 Responsibilities 
Identifies market(s) and develops appropriate marketing plan to sell insurance and investment solutions.
Travels throughout market(s) to prospect and network for middle-market clients by identification of potential qualified clients and making initial contacts.
Contacts and secures in-person appointments with prospective and existing clients for the purpose of sales, conservation, and service.
Adequately prepares for and conduc...
            

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