Job Title

Position: Senior Financial Advisor Life Insurance AgentExperience Level: 2-5 YearsLocation: New York, NYAbout Us:At Optifino, we are dedicated to empowering individuals to achieve financial security and prosperity. We specialize in providing tailored financial planning and life insurance solutions that help our clients build a strong financial future. We are looking for passionate and experienced professionals to join our dynamic team and help us continue our mission of transforming lives through financial planning.Position Overview:We are seeking a highly motivated and experienced Senior Financial Advisor Life Insurance Agent with 2-5 years of industry experience. The ideal candidate will have a proven track record in financial advising and life insurance sales, exceptional client relationship skills, and a strong desire to help clients achieve their financial goals.Key Responsibilities:Client Consultation: Conduct comprehensive financial assessments to understand clients' financial goals and needs.Financial Planning: Develop customized financial plans and strategies, including investment and insurance solutions, to meet clients' objectives.Life Insurance Sales: Advise clients on appropriate life insurance products, including whole life, term life, and universal life insurance.Client Relationship Management: Maintain and deepen relationships with existing clients, providing ongoing support and advice.Business Development: Identify and pursue new business opportunities through networking, referrals, and lead generation activities.Qualifications:Experience: 2-5 years of experience in financial advising and life insurance sales.Education: Bachelor's degree in Finance, Business, Economics, or a related field (preferred).Licensing: Valid state insurance license; Series 7, Series 63, and Series 65 or 66 licenses (preferred).Skills: Strong analytical, communication, and interpersonal skills. Ability to build and maintain client relationships.Attributes: High level of integrity, professionalism, and commitment to client satisfaction.What We Offer:Competitive Compensation: Attractive salary and commission structure with performance-based incentives.Professional Growth: Opportunities for continuous learning, development, and career advancement.Supportive Environment: Collaborative and supportive team culture that values innovation and excellence.Resources: Access to cutting-edge financial planning tools and resources to support your success.Unlimited Lead Generation: Access to a robust and unlimited lead generation system to help you grow your client base.