As a New Business Specialist, you will build long-term relationships with clients, helping them navigate their financial future.
Responsibilities:
This role combines sales, consulting, and financial planning, supported by one of the most respected names in the industry Identify and develop new client relationships through networking and referrals Assess clients' financial goals and create personalized strategies Offer a full range of financial products Educate clients on risk management, investment options, and retirement planning Participate in ongoing training and professional development programs
Qualifications:
Sales experience (outside sales representative, retail sales associates) preferred Strong Interpersonal, organizational, and communication skills Self-Motivated, Detail Oriented Communicates effectively, confidently, and is comfortable engaging all clients Valid Life, Health, and Annuities License (Preferred) Ability to work in a fast paced work environment
Job Type:
Full-time Pay:
$90,000.00 - $120,000.00 per year
Benefits:
401(k) 401(k) matching Dental insurance Flexible schedule Health insurance Life insurance Paid time off Vision insurance