Job Description

We’re Looking for a Driven, People-Focused Professional

Are you passionate about helping others prepare for the future? Do you thrive on building meaningful relationships and guiding people through important decisions? We’re seeking a motivated and compassionate individual to join our team in a role focused on long-term financial planning and peace of mind.

What You’ll Do:

• Meet with individuals and families to understand their goals, needs, and future plans
• Provide personalized recommendations for protecting what matters most
• Educate clients on options that offer security and confidence for the years ahead
• Build and maintain ongoing client relationships rooted in trust and care
• Stay up to date on tools and strategies to best support each client’s journey

You’d Be a Great Fit If You:

• Enjoy connecting with people and offering guidance
• Are an excellent communicator and active listener
• Can simplify complex ideas and explain them clearly
• Have a strong sense of integrity and a genuine desire to help
• Are self-motivated and eager to learn

Why Join Us?

• Be part of a supportive, mission-driven team
• Make a meaningful impact in people’s lives
• Access professional development and growth opportunities
• Enjoy the flexibility and independence to shape your workday

If you're ready to make a difference and help others plan confidently for tomorrow, we’d love to hear from you.

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