Financial Services Professional jobs in United States
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COR Financial Partners ยท 4 days ago

Financial Services Professional

COR Financial Partners is a leading provider of financial services, committed to helping individuals, families, and businesses achieve their financial goals. The Financial Services Professional will provide expert financial guidance and personalized solutions to meet the unique needs of clients.

Financial Services
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Responsibilities

Provide expert financial guidance and personalized solutions to meet the unique needs of clients
Financial planning
Assisting clients with retirement strategies
Recommending financial products such as life insurance and investment opportunities
Cultivating relationships with clients through effective communication and ongoing support

Qualification

Life Insurance LicenseCoachable

Required

Be willing to obtain a Life, Accident, and Health Insurance License
Coachable
Able to work in the United States (no sponsorships)

Company

COR Financial Partners

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COR Financial Partners is a leading financial services company dedicated to helping individuals, families, and businesses achieve their financial goals.

Funding

Current Stage
Growth Stage
Company data provided by crunchbase