The Financial Representative will address members' financial needs and support the growth of the local office. Over time, the role will expand to include recruiting, training, and developing other team members.
The Insurance Agent will meet with client members to assess their insurance needs and provide appropriate financial coverage recommendations. They are also responsible for building a professional network through community engagement and achieving business development goals.
The Managing Partner is responsible for spearheading the growth of the local office and leading a team of financial representatives. This role involves recruiting, training, and developing staff while addressing the financial needs of organization members.
