Association for Financial Professionals

Financial Planning and Analysis

• Sell financial retirement and insurance products remotely
• Develop Financial Need Analyses (FNA) for clients
• Help families, individuals, and business owners protect retirement assets and retirement accounts
• Provide college planning, tax-free and tax-deferred index strategies, and debt management services
• Advise on annuities, Roth conversions, and 401(k)/IRA rollovers
• Support estate and business planning with the advanced planning team
• Generate and work hot, warm, and cold leads, including leads through ETHOS
• Identify client goals and educate, advise, plan, and design financial solutions
• Illustrate and present retirement, investment, college/savings, and lifetime-income plans
• Build lasting relationships with clients, business associates, and partners
• Expand the business and develop management and leadership capabilities
• Use workflow and technology systems to deliver efficient results

Explore Financial Professional at Association for Financial…. Review requirements and application details.