Financial Planning Specialist
3 days ago
At Insight Global, we're seeking a skilled Financial Planning Consultant to join our team. As a key member of our financial services team, you will be responsible for building strong relationships with clients, providing personalized financial planning advice, and helping them achieve their financial goals.
Key Responsibilities:
- Develop and implement customized financial plans for clients
- Assist clients with annuities, life, long-term care, and managed money
- Provide financial planning advice on investment, insurance, and retirement options
- Build and maintain strong client relationships
- Collaborate with team members to improve processes and procedures
- Support executive leadership in meeting individual and team goals
Requirements:
- College degree preferred
- 2+ years of financial services experience with a focus on sales
- Life and Health Licensed; Series 65 preferred
- Strong organizational, prioritization, interpersonal, and management skills
- Strong mathematical and analytical skills
- Excellent communication skills, both verbal and written
- Proficient in MS Office Suite (Outlook, Excel, Word, and PowerPoint)
- Experience with Redtail/CRM preferred but not required
What We Offer:
As a Financial Planning Consultant at Insight Global, you will have the opportunity to work with a dynamic team, develop your skills, and make a meaningful impact on our clients' financial lives. If you are a motivated and results-driven professional with a passion for financial planning, we encourage you to apply.
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