Retirement and Insurance Advisor

Company Description Futurity First offers a unique hybrid model that combines the benefits of a career agency with the flexibility of an independent brokerage. Supported by expert teams in marketing, training, and back-office operations, the company empowers professionals to grow their businesses effectively. With access to a wide range of products and investment solutions, advisors at Futurity First are equipped to provide outstanding service and customized care to their clients. The organization is dedicated to fostering success through its comprehensive support system and commitment to excellence. Role Description This is a full-time on-site role for a Retirement and Insurance Advisor based in Atlanta, GA. The advisor will work closely with clients to evaluate their financial goals, provide personalized retirement and insurance planning services, and recommend suitable solutions. Responsibilities include consulting with clients, analyzing financial needs, developing plans, and delivering exceptional customer service. Building and maintaining strong client relationships will be a core aspect of the role. Qualifications Experience in Insurance and Finance, with an understanding of insurance products and retirement solutionsStrong skills in Consulting and Customer Service to effectively communicate and address client needsExcellent Communication abilities, including active listening and clear articulation of complex financial informationSelf-motivated and goal-oriented with strong problem-solving skillsBachelor's degree in Business, Finance, or a related field is preferredRelevant licenses or certifications in insurance or financial advisory are a plusProficiency in working with financial or insurance software and tools