Finance Professional

March 23, 2020
Indianapolis, IN
Job Type


We are currently seeking someone to join our team as a Financial Professional. As a Financial Professional, you will:

· Analyze financial information obtained from clients to determine strategies, financial products and services to help clients meet their financial objectives

· Build and maintain client base, keep client plans up-to-date and acquire new clients on an ongoing basis

· Contact clients periodically to determine if there have been changes in their financial status

· Provide knowledgeable, objective financial guidance and customized to consumer segments that demand high quality service

· Sell financial products and services including life insurance, annuities and investment options

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