Financial Advisor leveraging healthcare expertise to educate clients on financial planning and insurance options. Providing excellent customer service and collaborating with a supportive local team.
Responsibilities
Educate clients on financial planning and insurance options.
Provide excellent customer service and build lasting relationships.
Collaborate with a local supportive team.
Requirements
Strong communication and interpersonal skills
Goal-oriented with a desire to succeed
Life insurance license and FINRA certifications (or willingness to obtain)
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