Personal Financial Representative - KS
On-site
Core
Build an independent financial services practice selling life insurance, health insurance, and investment products to customers in your community.
Role type
Independent contractor financial advisor
Builds
Personal financial services practice
Domain
Financial services / Insurance / Investment
Deliverable
client delivery
Required skills
Life insurance sales, Health insurance sales, Investment product sales, Customer relationship management, Business development, Sales strategy
Preferred skills
Financial planning, Retirement planning, Asset accumulation, Protection planning, Practice scaling
Technologies
N/A
Responsibilities
Meet with customers face-to-face, Build deep relationships with customers, Generate new business leads, Scale existing practice, Provide financial advice
Seniority
Independent contractor / Entrepreneurial