Retirement Financial Advisor - Annuities And Insurance Specialist - Trenton, Nj
By Future At Trenton, NJ, United States
Manage existing client assets, providing ongoing portfolio management and making recommendations as needed.
Present and explain the benefits of fixed equity-indexed annuity products, life insurance policies, and other relevant financial products.
Leverage our comprehensive and competitive product portfolio to offer tailored solutions that meet the specific needs of each client.
Ability to ACAT and manage existing client assets
3 Years + of Industry Experience
Knowledge of fixed equity-indexed annuity products, life insurance, model portfolios, managing assets and other related financial products and concepts