Financial Planner – Healthcare
UET Lahore
full-time
Posted on:
Location Type: Hybrid
Location: Sunset Hills • Montana • 🇺🇸 United States
Visit company websiteSalary
💰 $73,000 - $96,000 per year
Job Level
Mid-LevelSenior
About the role
- Engage with clients to understand their financial goals, aspirations, and concerns.
- Develop comprehensive financial plans that include investments, insurance, and retirement.
- Recommend and implement insurance strategies to protect clients' assets and income.
- Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances.
- Build and maintain a network of clients through referrals, community involvement, and professional associations.
Requirements
- A bachelor's degree is highly preferred, but not required.
- Previous experience in financial services, insurance or business development is beneficial but not required.
- Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients.
- Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available).
Benefits
- 401(k)
- Bonus based on performance
- Company parties
- Dental insurance
- Flexible schedule
- Health insurance
- Opportunity for advancement
- Training & development
- Vision insurance
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
financial planninginvestment strategiesinsurance strategiesretirement planninganalytical thinking
Soft skills
interpersonal skillscommunication skillstrust buildingrapport building
Certifications
Series 6Series 63state insurance licenses