The Financial Representative will address members' financial needs and provide leadership within the local community. Over time, the role will expand to include recruiting, training, and developing other team members to ensure office growth.
The Financial Representative is responsible for addressing members' financial needs and demonstrating leadership within the community. Over time, the role expands to include recruiting, training, and developing other team members to ensure office growth.
The agent will meet with client members to assess insurance needs and provide personalized financial solutions. They are also responsible for building a professional network and achieving business development goals.
