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Veteran Insurance Advisor

2 months ago

Everett, Massachusetts, United States Tri-Harbor Financial Group of Greater Boston Full time
Position Overview

As a Veteran Insurance Advisor, you will be instrumental in guiding clients towards securing their financial futures through tailored insurance solutions. Your role will encompass:

  • Client Evaluation: Assessing clients' financial aspirations and requirements to suggest suitable insurance products.
  • Personalized Planning: Crafting customized insurance strategies that align with clients' long-term financial objectives.
  • Relationship Management: Building and nurturing strong connections with clients, providing ongoing support and guidance as their needs evolve.
  • Industry Knowledge: Keeping abreast of the latest insurance offerings and market trends to present clients with optimal choices.
  • Regulatory Compliance: Ensuring all recommendations and transactions adhere to company policies and industry regulations, upholding the highest ethical standards.
Why Our Advisors Excel
  • Opportunity for substantial, consistent earnings.
  • A supportive team environment that encourages collaboration and growth.
  • Comprehensive training and resources for seamless business development.
  • Access to advanced operational systems and technology to enhance efficiency.
  • Ability to achieve high performance while maintaining a balanced lifestyle.
  • A rapidly growing organization offering leadership prospects for top achievers.
Candidate Profile

The ideal candidate will possess:

  • A strong sense of ownership and responsibility, actively engaging in their role.
  • A desire to understand the underlying reasons behind actions, not just the outcomes.
  • Excellent communication skills, with a knack for simplifying complex decisions for clients.
  • A generous spirit, willing to assist others without hesitation.
  • A forward-thinking mindset, embracing limitless opportunities.
  • A commitment to teamwork and collaboration, valuing equal contributions.
  • A passion for their work, coupled with an approachable and friendly demeanor.
Benefits
  • Strong earning potential with no limits.
  • Significant bonus opportunities based on performance.
  • Comprehensive dental and health insurance.
  • Life insurance and retirement plan options.
  • Vision insurance coverage.
Education Requirements
  • A Bachelor's Degree is preferred.

If you resonate with these qualities, this role may be an excellent fit for you. We are seeking an individual to help expand our insurance and financial services offerings, with a focus on growth and client satisfaction. Prior experience in insurance or financial services is not a prerequisite.

This position offers flexibility, but we are looking for candidates who are open to in-person training and eager to contribute to a vibrant office culture.