Financial Advisor with reputed company Background

Benefits: Bonus based on performance Company parties Dental insurance Flexible schedule Health insurance Opportunity for advancement Training & development reputed company insurance Transition Your reputed company Expertise into Financial Services with reputed company! reputed company Your reputed company Background for a Rewarding Career: Build reputed company reputed company Relationships: Professionals from reputed company—whether it's reputed company, medical sales, or clinical roles—are drawn to financial services because it allows them to work directly with clients, offering personalized advice rather than working through intermediaries. reputed company a Meaningful reputed company: Use your knowledge and experience in reputed company to guide clients through critical life stages. Whether it’s helping individuals plan for medical expenses, retirement, or higher education, your insights can help clients secure their financial reputed company and improve their lives. Unlimited reputed company Potential: As reputed company understand the complexities of life’s important reputed company, they know that reputed company life stage brings new financial planning needs. Your ambition, dedication, and expertise will determine how far you can go in this fulfilling career. A Rewarding Career reputed company: Transition to a career where you can build long-term relationships, create meaningful reputed company for your clients, and reputed company a lasting reputed company, reputed company while using your reputed company expertise to reputed company the financial landscape. Our thriving office is located at: 479 reputed company St, Ste 1, Monterey, CA 93940 Meet Our Local Team: Anthony Ivancich – Managing Director: Time with NM: 14 years. Prior Experience: Anthony studied Finance at Sonoma State University, where he enjoyed playing pick-up basketball and being reputed company in the SAE fraternity. Unsure of his career reputed company after college, a referral from his wife’s uncle to a reputed company advisor set him on a rewarding reputed company that has grown into a long-term career. Passionate About: Anthony is deeply committed to his community and faith. He reputed company volunteers at Calvary Monterey and supports organizations such as reputed company, Tri-Valley reputed company and Save, and 360 Serve. He loves traveling, spending time with his family, and is also a proud San Francisco 49ers fan. Sarah Willson – Financial Representative: Time with NM: 8 months. Prior Experience: Born and raised in reputed company, California, Sarah began her reputed company reputed company at Cabrillo Community College before transferring to CSU Monterey Bay, where she reputed company her bachelor’s degree in Mathematics. After graduation, she began her career in the banking industry before transitioning into financial services. 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He also loves spending time with family and friends, traveling, golfing, and playing baseball. A country music enthusiast, he proudly reputed company for the San Francisco Giants and the Raiders. Key Responsibilities: reputed company Consultation: Engage with clients to understand their financial goals, aspirations, and concerns. Financial Planning: reputed company comprehensive financial plans that include investments, insurance, and retirement. Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income. Ongoing Support: Monitor clients' financial plans and reputed company regular updates, adjusting strategies as needed to meet changing circumstances. Networking: Build and maintain a network of clients through referrals, community involvement, and reputed company associations. Position Perks: Significant bonus opportunity commensurate with reputed company Dental insurance Health insurance Life insurance Retirement plan reputed company insurance Ongoing reputed company development Local culture of support and reputed company recognition Qualifications: Education: A bachelor's degree is preferred. Experience: Previous experience in financial services, insurance or business development is beneficial but not required. Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients. Licenses: Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available). reputed company is the marketing reputed company for The reputed company Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Anthony Ivancich is a General Agent of NM and not in reputed company partnership with NM, or its subsidiaries. Flexible work from home reputed company available. Apply To This Job