Financial Advisor

2 weeks ago

Naples, United States Magellan Financial & Insurance Services, Inc. Full time

Become a Part of the Safety First Financial Team

Introduction to Safety First Financial:

Hello At Safety First Financial, ensuring our clients' financial well-being is our utmost priority. With a foundation of thorough knowledge, expertise, and integrity, we collaborate with premier financial organizations worldwide. Our mission is centered on safeguarding our clients' retirement savings, ensuring their investments remain secure amidst uncertainty. Our unique approach to retirement planning focuses on growth, preservation, and consistent returns, aiming for substantial growth without the volatility of the stock market.

What We Provide:

  • Monthly seminars hosted at upscale restaurants, fully sponsored.
  • A personal office for client meetings.
  • Comprehensive back-office support for business tracking and follow-ups.
  • Advanced technology and CRM tools for managing the sales cycle.
  • Regular team meetings and training sessions.
  • Personal coaching from industry leaders.
  • An environment that lets you concentrate solely on client service and business development.

The Role: Financial Advisor

Becoming a Financial Advisor at Safety First Financial sets you in a crucial position to effect meaningful change. You will navigate clients through their retirement, applying our integrated financial planning method. You will construct customized financial strategies encompassing fee-based investments, annuities, and life insurance, all aimed at securing their finances.

Your Responsibilities:

  • Navigate clients through comprehensive financial planning.
  • Develop and execute holistic financial strategies.
  • Specialize in wealth management, retirement planning, and insurance solutions.
  • Work with various financial products, such as AUM, FIAs, and life insurance.

Who We're Looking For:

  • A dedicated financial planner with excellent communication skills.
  • Someone eager for personal and professional growth.
  • Must have an active Life and Health Insurance License.
  • Strong sales and closing capabilities; prior experience is a plus but not required.
  • A motivated individual driven by ethical success.

Please note, this position requires in-person engagement and is not suitable for remote candidates.

Safety First Financial is an equal opportunity employer. We are committed to fostering a diverse and inclusive environment for all employees.

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