Financial Security Planner - Remote

Overview

Join our dynamic insurance team as a Financial Security Planner and shape client success and business growth. In this role, you’ll align client goals with tailored financial solutions that drive long-term success.

In Short

• Develop and manage strategic account plans to support client goals.
• Serve as a trusted advisor by understanding client needs.
• Coordinate cross-functional teams for customized solutions.
• Identify growth opportunities within existing accounts.
• Track account performance and engagement metrics.
• Collaborate with leadership on business development strategies.

Requirements

• Exceptional relationship management and communication skills.
• Strategic thinker with a consultative approach.
• Highly organized and detail-oriented.
• Proactive, self-motivated, and results-focused.
• Experience in financial services or consultative sales is a plus.
• Comfortable working independently and collaboratively.

Benefits

• Flexible work structure with remote options.
• Career advancement opportunities available.
• Attractive compensation model with commissions and bonuses.
• Comprehensive training and mentorship provided.
• Recognition and rewards for success.
• Health insurance options for qualified planners.