Personal Financial Representative

ACG Resources

Job Ref: 13555

Personal Financial Representative

Do you want to work in a family owned office providing white-glove service to your client base and being compensated well for it? This is a great chance to join a family owned insurance agency. Ideal candidate will have experience as a financial specialist selling life insurance, mutual funds, annuities, and other investment or experience selling supplementary benefits.

 

  • State Life/Health Insurance Licenses
  • FINRA Series 6 or 7 and 63 (if applicable) licenses
  • Blended mix of protection and asset accumulation sales
  • Prior Experience as a Financial Advisor, Financial Planner, Registered Representative or Investment Representative preferred
  • Professional designations such as RICP, FSCP, CLU, ChFC, CFP and LUTCF preferred
  • Bachelor's degree (or higher) with emphasis on business preferred

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