Executive Financial Planner

The successful candidate must be self driving, able to work under little or no supervision, calls and meets with clients and potential clients to grow the company's customer base.

The Executive Financial Planner's goal is to get information about clients' needs and match them with insurance policies the company offer.

Responsibilities :

• Research and source potential clients and build long-term relationships with them
• Persuade prospective clients to engage in a phone conversation and / or meeting to discuss insurance products
• Advise clients on the insurance policies that best suit their needs
• Customize insurance programs to suit individual clients
• Deliver approved policies to new clients and explain benefits and risks of the policy
• Re-assess the policy needs of existing clients after life-changing events
• Fill-out and submit applications, issue quotes, maintain client records and prepare reports
• Keep abreast of industry and market trends and best practices

Interested qualified candidates should apply on or before November 25, 2025.