Serving families by secure their financial future through life insurance, retirement planning, and children’s headstart planning. No experience required training provided.

List of Job Duties: 

• Data entry
• Shadow client meetings, plan designs and presentations
• Analyze client financials to determine their needs and risk tolerance 
• Review available options for clients
• Recommend which areas or services fit the client's needs 
• Participate in marketing and expansion strategies

Required Experience and/or Knowledge, Skills and Abilities:

• Customer service
• Computer Proficient 

Further information/application process contact: 

Mickey McDonald at Mickey.McDonald@MicksFinancialServices.com