Insurance Advisor - Financial Planning

Job Overview:

We are seeking an Insurance Advisor with a focus on financial planning. This role involves working closely with clients to develop comprehensive financial strategies that include insurance as a key component. You will help clients understand how insurance fits into their overall financial goals.

Key Responsibilities:

• Assess clients' financial situations and goals.
• Recommend insurance products that align with financial plans.
• Provide ongoing support and adjustments to clients' plans.
• Educate clients on the importance of insurance in financial planning.

Qualifications:

Successful candidates will have a background in finance or insurance, strong analytical skills, and a commitment to client education.

Compensation:

This full-time position offers a salary of $55,000 per year, plus performance bonuses and a comprehensive benefits package, including retirement savings options and health insurance.