Leads and expands a financial services practice by recruiting at least eight advisors annually, developing talent, driving team performance and retention, and maintaining personal production in life insurance and annuities. Provides holistic, needs-based financial strategies to clients and collaborates with CPAs, attorneys, and internal specialists on complex cases. Builds an entrepreneurial, client-focused team culture with accountability and ongoing mentorship.

Build and manage client relationships while developing personalized financial strategies covering retirement, investments, insurance, and estate planning. Educate individuals, families, business owners, and institutions; collaborate with specialists and external professionals; grow a client book through networking, referrals, and marketing; and maintain knowledge of financial markets and planning products.

Build and manage client relationships while developing personalized strategies for retirement, investments, insurance, and estate planning. Educate individuals, families, business owners, and institutions, collaborate with financial specialists, expand the client base through networking and referrals, and stay current on financial products and market trends. The role offers mentorship, licensing support, training, marketing resources, and an entrepreneurial path for building an independent financial practice.