Future Planning Consultant

Client-Focused Planning Professional We are seeking a highly motivated and service-oriented professional to join our team in a client advisory role focused on long-term protection and strategic planning. This position involves working closely with individuals and families to identify their needs, provide tailored guidance, and support their efforts to safeguard their financial future. Key Responsibilities: Conduct personalized consultations to assess client goals and risk factors Develop and present customized recommendations for financial protection strategies Maintain strong, ongoing relationships through consistent communication and follow-up Stay current on industry trends, planning tools, and product knowledge Collaborate with internal teams to ensure a seamless and supportive client experience Ideal Candidate Profile: Strong interpersonal and communication skills Demonstrated ability to build trust and rapport with diverse individuals Highly organized, with the ability to manage multiple client relationships effectively Proactive, self-directed, and goal-oriented Committed to ethical conduct and professional integrity What You Can Expect: A purpose-driven role with a focus on meaningful client impact Access to comprehensive training and continuous professional development The ability to build a flexible and autonomous career path A collaborative team environment that values long-term success and growth If you're looking to join a respected organization where your work contributes to lasting peace of mind for clients, we encourage you to apply.