Personal Financial Representative - CO
On-site · United StatesFreelance / independent contractor
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 sales, Customer relationship management, Business development, Sales strategy
Preferred skills
Financial planning, Asset accumulation, Practice scaling, Team leadership
Technologies
CRM systems, Financial planning software