The purpose of the Financial Advisor (Investments Specialist) role is to: Assist clients in creating comprehensive financial plans tailored to their specific needs and goals. This includes assessing their current financial situation, setting financial objectives, and developing strategies to achieve
Wealth Manager. Your qualifications should include CFP accreditation, and you should have a solid understanding
Minimum Requirements
three talented individuals to join their team as Brokers. This is an exciting opportunity to leverage your
which has led to the development of the OUTsurance Broker Tied Agent Model. The incumbent of this position volunteer program) and much more… The OUTsurance Broker will receive the following: Fuel card, company which has led to the development of the OUTsurance Broker Tied Agent Model. The incumbent of this position Information The OUTsurance Broker will report directly to the OUTsurance Broker Regional Manager and will
ability to work well under pressureThe Broker will receive:
Blue-chip and listed Insurer requires experienced Broker Consultant to market long-term and short-term insurance relationships with a panel of brokers · Developing and maintaining broker relationships · Review New business sales and marketing initiatives Minimum: 3 years Broker Consulting experience with a proven track record;
Duties:
Duties:
Duties: