Financial Professional

Description:

Forest Hills Financial Group is seeking highly motivated and entrepreneurial individuals to join their team as Financial Professionals. This role offers the opportunity to build your own client base while helping individuals, families, and businesses achieve their financial goals. The ideal candidate will be driven, have a passion for helping others, and possess strong interpersonal and relationship-building skills.

In this role, you will work closely with clients to understand their unique goals, concerns, and financial situations. You will analyze their information to create tailored strategies, incorporating appropriate products and services. Your focus will be on developing and maintaining long-term relationships, ensuring their strategies remain current and aligned with evolving needs. You will act as a trusted financial advisor, guiding clients through important life decisions with integrity and professionalism.

This is a hybrid position, allowing flexibility in balancing work and personal life. While prior financial services experience is beneficial, the organization provides support, including study materials, to help you obtain the necessary Life, Accident, and Health insurance licenses.

Key Responsibilities:

• Meet with clients to understand their financial goals and concerns.

• Analyze client information and create customized financial strategies.

• Provide guidance on appropriate financial products and services.

• Develop and maintain a loyal client base.

• Build and foster long-term client relationships.

• Continuously update and adjust strategies to meet clients’ changing needs.

Qualifications:

• Bachelor’s degree.

• Entrepreneurial mindset with a desire to own and grow your business.

• Passion for helping others and making a community impact.

• Growth-oriented and eager to learn.

• Strong self-motivation, integrity, and determination to succeed.

• Must be a US citizen or permanent resident.

• Life Accident and Health Certification (licensure support provided).

Benefits & Schedule:

• Hybrid work flexibility.

• Varying schedules tailored to your work style.

• Potential monthly earnings between $4,166 and $8,750, based on performance and client acquisition.