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Financial Professional
Location:
Winston Salem, NC
Description:
Are you looking for an opportunity to impact your community, help build a legacy for yourself and your clients, and find the independence and flexibility you seek without being alone? As a Financial Professional supported by The Pelora Group, you’ll be part of a community of professionals that help will help you determine your purpose, execute your vision, and build your business. • You will be a great partner for The Pelora Group if: You’re entrepreneurially driven• You place a high value on relationships and your client’s experience• Have alignment with our firm’s core values of Balance, Growth, Authenticity, Conviction, and Stewardship• You appreciate the differences in everyone’s situation and have the desire to learn what success means to each client and family that you serve.• You thrive on expanding personal knowledge and skills through ongoing professional development and learning from other financial professionals through joint work.• You love meeting new people and building a network• You are self-motivated and will work determinedly to achieve your vision of success• The Pelora Group will be a great partner for you if: You desire to join a community of professionals who are as passionate about your success as you are.• You appreciate the idea of being independent but not alone while building and scaling your business.• You enjoy the idea of partnering with a team that will help you navigate change, enhance productivity, and come alongside you to help you achieve your goals. Requirements: • A true desire to learn more about the impact you can make as a Financial Services Professional with The Pelora Group. Each person’s journey is unique, so if you’d like to start a conversation with one of our guides, CRN202603-4064852 Responsibilities:• Develop personalized financial strategies based on clients' financial goals and risk tolerance• Conduct regular assessments of clients' investment portfolios to ensure they are in line with their financial objectives• Provide expert advice on retirement planning, investment options, and insurance solutions to clients • Build and nurture strong client relationships to understand their changing financial needs and goals effectively Qualifications:• Valid Life and Health Insurance License• Essential qualifications include a solid understanding of investment products and financial planning• Strong communication and interpersonal skills are key requirements for this position Compensation: $79,500 at plan earnings About Company: Are you looking for an opportunity to impact your community, help build a legacy for yourself and your clients, and find the independence and flexibility you seek without being alone? As a Financial Professional supported by The Pelora Group, you’ll be part of a community of professionals that will help you determine your purpose, execute your vision, and build your business.
Company:
The Pelora Group
Posted:
November 7 on WizeHire
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More About this Listing: Financial Professional
Financial Professional is a Real estate Financial Professional Job at The Pelora Group located in Winston Salem NC. Find other listings like Financial Professional by searching Oodle for Real estate Financial Professional Jobs.
Financial Professional is a Real estate Financial Professional Job at The Pelora Group located in Winston Salem NC. Find other listings like Financial Professional by searching Oodle for Real estate Financial Professional Jobs.