Salaried Financial Planning Associate and LTC Insurance Agent (Bryan)

Fries Financial Services, LLC

108 E North Ave

google map

compensation: Salary offered dependent upon experience and licenses held
employment type: full-time
job title: Financial Planning Associate and LTC Agent
Fries Financial Services, LLC , a forty-year-old successful financial planning firm in Bryan, Texas is looking to hire a full-time, salaried financial professional and insurance agent. No prospecting is required as you would be working with our established clients. Appropriate insurance licensure is required.

You would be offering Life Insurance and Long Term Care options to our clients, meeting with clients in our office or through Zoom meetings; processing applications and following up throughout the underwriting process and delivering approved policies. This position is client focused. Strong customer service skills are a must.

An added advantage would be if you have a Series 6 or Series 7 securities license to provide client services to existing investment clients. No prospecting is required and you may, but are not required to, transfer a book of investment clients to our firm. You would work alongside other associate advisors to service our book of business.

A clean professional and criminal background is required.

Hours are Monday-Friday 8:00 am - 5:00 pm at our Bryan, TX office.

Salary offered dependent upon licenses and experience.

Benefits include: Paid Time Off, Paid Holidays, Short Term Disability, Work From Home Opportunities, Health/Vision/Dental Insurance offered at Group Rates, Generous 401(K)

Please email your resume to Taylor@FriesFinancial.com.
  • Principals only. Recruiters, please don't contact this job poster.
  • OK to highlight this job opening for persons with disabilities.

post id: 7746845956


best of [?]