LM Business Investments/Logistics

Compensation

Full Description

Company Description Our mission is to provide financial education to the underserved communities in America and help protect their families’ legacies through life insurance products. Our opportunity allows agents to do just that all while earning an income and building a part-time or full-time business to achieve financial literacy. Role Description Financial Services Professional located in Raleigh/Durham/Cary North Carolina area. The individual will be trained and be responsible for providing financial planning advice, assisting with retirement planning, managing financial services offerings, and ensuring the financial well-being of clients. Day-to-day tasks include meeting with clients to analyze their financial situations, developing tailored strategies to help them meet their goals, and offering ongoing support and guidance as their needs evolve. Collaborating with team members to achieve overall business growth will also be an integral aspect of this role. Qualifications Willing to learn about financial planning and retirement planning Excellent Communication skills, both verbal and written Ability to build strong client relationships and maintain confidentiality