Financial Professional

Financial Professional role in Charleston, SC with hybrid remote options, focused on building client relationships and delivering tailored financial guidance.

• Develop relationships with individuals, families, and businesses across the Charleston area
• Deliver customized financial guidance using insurance, investment, and retirement planning strategies
• Prospect for new clients through networking, referrals, and community engagement
• Maintain long-term client relationships and conduct ongoing financial reviews

Requirements

• Entrepreneurial mindset with a coachable and motivated approach
• Strong communication and relationship-building skills
• Bachelor’s degree preferred (not required)
• Ability to obtain state licenses in Life, Health, and Securities (training provided)
• Must be authorized to work in the United States (U.S. citizenship or permanent residency required)
• Background check required

Compensation & Job Details

• Job type: Full-time
• Projected total compensation: $60,000.00 to $120,000.00 per year
• Work location: Hybrid remote in Charleston, SC 29492
• Ability to commute: Charleston, SC 29492 (required)

Benefits

• Comprehensive training and mentorship from experienced professionals
• Competitive compensation including commissions and bonuses, plus benefits
• Health, dental, and vision coverage
• Retirement plans available, including 401(k)
• Career advancement opportunities to Financial Advisor or Management roles
• Opportunity to make a meaningful impact in the community
• Flexible schedule
• Health insurance
• Dental insurance
• Vision insurance