Job Summary:
We are looking for ambitious professionals who are eager to help individuals and businesses plan for a secure financial future. This role involves working closely with clients to identify their needs, develop strategic plans, and provide long-term support. If you enjoy problem-solving, strategic thinking, and working with people, this could be the ideal opportunity for you.
Responsibilities:
- Conduct comprehensive financial consultations with clients to assess their needs and goals.
- Develop tailored financial strategies to help clients achieve long-term stability.
- Educate clients on available options and financial planning concepts.
- Maintain ongoing relationships to provide continuous support and plan adjustments.
- Stay up to date with financial industry changes, regulations, and best practices.
- Leverage industry tools and resources to provide data-driven recommendations.
- Work collaboratively with a team of financial professionals to expand business opportunities.
Qualifications:
- A background in finance, business, sales, or customer services is a plus but not required.
- Strong ability to analyze client needs and recommend appropriate solutions.
- Excellent interpersonal skills and a consultative approach.
- Driven, self-motivated, and goal-oriented.
- Ability to manage multiple client relationships and maintain organization.
What We Offer:
- A commission compensation model designed to reward performance.
- Ongoing training, mentorship, and career growth opportunities.
- Comprehensive life insurance
- Access to healthcare, dental, and vision plans exchange
- All-expense-paid incentive trips for top team members
- A flexible work schedule with the ability to manage your own client base.
- Access to a broad range of financial solutions.
- A supportive and growth-focused team environment.
Join Our Team:
Sole Source Medical, we are committed to providing exceptional service and building strong relationships with our customers and communities. If you’re passionate about helping others and ready to grow your career in a dynamic environment, we encourage you to apply today.
