Benefits:- 401(k) matching
- Bonus based on performance
- Competitive salary
- Paid time off
ROLE DESCRIPTION:
We’re looking for a client-focused Financial Planner to support existing customer households and develop new client relationships. This role combines relationship-building, marketing, insurance product offerings, and financial planning. You will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency.
RESPONSIBILITIES:- Market to and strengthen relationships with existing customer households.
- Conduct outreach and marketing to prospective clients outside the current book of business.
- Discuss and offer suitable life insurance and health products.
- Consult customers with financial planning and investment options.
- Assist customers with portfolio management and asset allocation.
- Conduct financial reviews and recommend appropriate products.
- Maintain compliance with financial regulations.
QUALIFICATIONS:- 3+ years of experience in financial services.
- Analytical and communication skills.
- Series 6/63/65 or SIE licenses required
- Life & Health licenses required
All licenses must be valid for practice in Oregon.