WE CURRENTLY HAVE AN OPENING FOR A LOCAL FINANCIAL ADVISOR IN THE NEWBURGH AREA, and we're looking for someone with a background in competitive sports.

Many of our most successful representatives are former athletes or coaches who miss the camaraderie of a team, the thrill of competition, the growth process, and the satisfaction of working toward a goal.

Here, you'll find all of that again, plus the support of leaders who want to see you win.

Collegiate-level athletic or coaching experience is preferred.

ROLE DESCRIPTION

As a certified Financial Planner, you'll work directly with clients to assess their financial needs, recommend appropriate products and strategies, and help them build long-term financial security.

Your responsibilities include:

• Conducting financial needs assessments with prospective clients
• Developing customized financial strategies based on client goals and risk tolerance
• Presenting insurance products, investment solutions, and retirement planning options
• Building and maintaining long-term client relationships
• Attending industry training and professional development to stay current on products and regulations
• Utilizing CRM systems to manage client data, appointments, and follow-ups
• Participating in weekly team meetings and training sessions

IDEAL QUALITIES FOR THE ROLE

• Highly Competitive
• Goal-Driven
• Disciplined
• Coachable
• Results-Oriented
• Energized by both personal wins and shared victories
• Have a track record of being an elite performer

WHAT WE OFFER

Elite Coaching: Direct training from proven leaders (think "player coaches") who know how to win and have a track record of developing other elite Advisors.

We cover the cost for all required licenses. We welcome applicants who are not yet licensed.

Incentive Trips: Earn your way to destinations like Hawaii, the Bahamas, Punta Cana, Whistler, Marco Island, San Diego, and more.

Supportive Team: We've created a true team environment where we celebrate wins together and pick each other up when we stumble.

Performance-based compensation, giving you control over your earnings. The more you put in, the more you'll get out.