Financial Professional
Our team at Cornerstone Advisor Group is expanding, and we are seeking experienced and motivated professionals to join us.
We are looking for individuals who are driven to succeed and passionate about helping families and individuals achieve their financial goals. This opportunity is perfect for those with an entrepreneurial mindset, strong relationship-building skills, and a desire to make a meaningful impact in their community.
Qualifications
- Active Life Producer License in your state of residence
- Proven ability to sell life insurance products and generate leads
- Excellent phone skills, with the confidence to reach out to new prospects and clients
- Business mindset with a strong drive to succeed and grow a personal business
- Strong interpersonal skills and the ability to connect with people from diverse backgrounds
- Eagerness and willingness to learn and improve
- Basic understanding of the role of a financial advisor or financial consultant, as well interest in the financial industry and financial products is necessary
- Valid FINRA Series 7 & 63/66 preferred but not required
- Computer proficiency in Microsoft Office, CRM systems, financial planning software, Google Suite, and other tools strongly preferred
- Superior communication, relationship building, and math skills to establish a strong foundation of customer service for all clients
- A required bachelor’s degree in business administration, finance, or similarly related field
We provide mentorship, support, and the chance to build a long-term career alongside a dedicated team. If you or someone you know may be interested, please feel free to message me directly for a conversation.