Insurance & Wealth Advisor X2

YAM Financial Solutions is looking to hire an Insurance Advisor who specializes in customizing insurance contracts, including but not limited to Intermediate Financing Arrangements, Critical Illness, and Criss-Cross/Buy-Sell Agreements. The ideal candidate is an accredited Life & Wealth Advisor (LLQP), self-motivated and driven, with strong knowledge of tax, selling, and presenting skills. Recognized industry designations such as Certified Financial Planner or CPA accreditation will help contribute to our collective success.

The ideal teammate must be able to work independently and generate his/her own leads. The candidate will contribute to and be accountable to the team sales through the achievement of individual sales goals. As an entrepreneur, you will continuously work on increasing your external networks and capitalize on market opportunities and referrals from existing and new centers of influence.

• Develop and customize insurance contracts, including Intermediate Financing Arrangements, Critical Illness, Criss-Cross/Buy-Sell Agreements.
• Work independently to generate leads and contribute to team sales through achieving individual sales goals.
• Expand external networks and capitalize on market opportunities and referrals from centers of influence.

• Accredited Life & Wealth Advisor (LLQP).
• Strong knowledge of tax, selling and presenting skills.
• Recognized industry designations such as Certified Financial Planner (CFP) or CPA accreditation.
• Entrepreneurial mindset with ability to work independently and build a network.

• Seniority level:
  Entry level
• Employment type:
  
  Full-time
• Job function:
  Sales and Business Development
• Industry: Insurance