Experienced Financial Strategist Wanted
3 weeks ago
We are Truesure Intermediary Services, a leading insurance provider dedicated to delivering exceptional results.
Job SummaryWe seek an experienced Financial Advisor with a proven track record of success and client retention. The ideal candidate will have experience in financial planning software and tools, as well as strong ethical standards and commitment to client confidentiality.
Estimated Salary:$60,000 - $80,000 per year (dependent on location)
Key Responsibilities- Develop and maintain long-term client relationships built on trust and expertise
- Analyze clients' financial situations to provide personalized advice and solutions
- Maintain accurate records and reports of client interactions and progress
- Proven experience as a Financial Advisor in the insurance industry
- Excellent communication and interpersonal skills
- Able to work independently with minimal supervision
- Strong organizational skills and attention to detail
We offer a competitive salary and benefits package, including opportunities for career growth and professional development.
About UsAt Truesure Intermediary Services, we value our employees and strive to create a positive and supportive work environment.
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