Financial Planner

SUMMARY:
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POSITION INFO:

We are looking for dynamic and results-driven Financial Planners with a proven track record to join our client in the financial services sector. This role is 100% commission-based, providing high earning potential for individuals who excel in sales and client relationship management.

Key Responsibilities:

• Provide expert financial planning and investment advice to clients.
• Assess client needs and recommend suitable financial products and services.
• Build and maintain strong client relationships through regular engagement.
• Prospect and acquire new clients through networking, referrals, and business development activities.
• Stay informed about financial markets, industry trends, and regulatory requirements.

Requirements:

1. Min 5 year’s experience in the industry
2. New business development
3. RE and Class of Business done
4. 120 credits