Insurance and financial advisor in employed field service - Horizon West, United States - Cascade Ventures

Cascade Ventures

Verified Company

Horizon West, United States

1 week ago

Posted by:

Savannah Johnson

beBee Recruiter

Description

About Us:

At Horizon West, we specialize in providing comprehensive advice to our clients in the areas of retirement planning, wealth management, financial planning, and essential protection.

We do not engage in cold calling, but instead focus on scheduling consultation appointments.

Responsibilities:

Conduct consultation appointments with clients
Provide holistic advice to clients on retirement planning, wealth management, financial planning, and essential protection
Analyze clients' current insurance and retirement needs, taking into account their individual needs
Establish, maintain, and manage relationships with clients and government agencies as part of new business acquisition.