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Summary
About the Role
About You
- Strong Communication and Customer Service skills
- Proven Sales skills and ability to build client relationships
- Ability to work independently and as part of a team
- Bachelor's degree in Finance, Business, or a related field
For years, we've helped families and businesses across South Florida reach their financial goals. Our version of financial planning brings the right insurance and investment strategies together, so you can do the things that matter most, with the ones who matter most. And we'll be there to guide you every step of the way. Our version of financial planning helps you live your best life, your whole life. That means paying down your student loans and making a down payment. Moving mom in and remodeling so she feels at home. Retiring and never slowing down. With a financial plan, you won't have to hope for the life you want, you can choose to live it. Our dedicated team of advisors will create a personalized plan with the right insurance and investment strategies, so you can do all the things that matter most, with the people who matter most. https://www.youtube.com/watch?app=desktop&v=7lYX5rb5e80&t=46s