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Financial representative

Winchester
Bighornlaw
€60,000 - €80,000 a year
Posted: 2 June
Offer description

Cornerstone Advisor Group • Winchester, VA, US

Posted a day ago


Description

Cornerstone Advisor Group (CAG) is seeking motivated candidates who are passionate about making an impact in people's lives and assisting clients in achieving their long-term financial goals.


Responsibilities

1. Sell and maintain life insurance and annuities
2. Manage assets under management
3. Develop and maintain strong client relationships
4. Provide tailored financial advice and solutions
5. Manage the sales process from lead generation to closing
6. Continuously learn and apply industry knowledge
7. Collaborate with team members and share best practices
8. Maintain accurate client records and compliance documentation


Qualifications

* A mindset of a capitalist and a heart of an altruist
* High energy, strong work ethic, positive and optimistic attitude
* Passion for helping people and a strong sense of mission
* Confidence, resilience, humility, and commitment
* Integrity and trustworthiness
* Desire to make a meaningful community impact


Compensation

$50,000 - $120,000 yearly


About Cornerstone Advisor Group

Our mission is to do good in our communities and for the families we serve.

With over 175 years of experience, we are committed to providing families with financial stability through life's challenges. Our products help individuals plan confidently for the future.

We offer comprehensive support, training, and resources to help you build and grow your practice. Our tools enable you to develop client relationships, navigate the industry, and offer tailored financial solutions.

We seek driven professionals eager to build a career in financial services while helping clients reach their financial goals. If you desire a role with structured support and growth opportunities, we would love to connect with you.

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