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US - CA - San Diego
January 18, 2024
Overview: • The purpose of the Financial Representative is to meet the middle-income client needs for risk protection, financial security, and wealth creation by educating clients, analyzing needs, and recommending solutions in an ethical and client-focused manner. The Financial Representative...
US - MI - Troy
December 19, 2023
Overview: • The purpose of the Financial Representative is to meet the middle-income client needs for risk protection, financial security, and wealth creation by educating clients, analyzing needs, and recommending solutions in an ethical and client-focused manner. The Financial Representative...
US - OH - lima
April 2, 2024
Organization : Name: • LIMA OH • Default: Location : City: • LIMA • Overview: • The purpose of the Financial Representative is to meet the middle-income client needs for risk protection, financial security, and wealth creation by educating clients, analyzing needs, and recommending solutions in an...
US - KY - Louisville
March 31, 2024
Overview : • Provide guidance and direction to Financial Representatives and responsible for leading production results, customer acquisition and agent retention. • Ensure the "Agency System" is executed effectively to ensure the achievement of staff scorecard objectives. • Responsibilities will...