RESPONSIBILITIES

• Prospecting for clients through networking and referrals
• Developing and maintaining long-term relationships with clients
• Providing financial solutions for clients through fact gathering and needs analyses
• Expanding personal knowledge and skills through ongoing professional development and joint work with fellow associates
• Qualifications
• 215 License Needed
• Series
• Mass Mutual Company
• Series 7,6 and SIE preferred
• Must be in the Miami, FL area
• Sales Experience Needed
• Prospecting for clients through networking and referrals
• Developing and maintaining long-term relationships with clients
• Providing financial solutions for clients through fact gathering and needs analysis
• Expanding personal knowledge and skills through ongoing professional development and joint work with fellow associates
• Upside Earning Potential
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• Compensation$65,000 - $100,000+About Coastal WealthAt Coastal Wealth, we’re more than a financial solutions firm — we’re your trusted partner committed to integrity, transparency, and ethical excellence. Celebrating diversity and fostering inclusivity, we bring together a team of experts dedicated to empowering your financial future.Explore a world of tailored financial opportunities designed just for you. From personalized, comprehensive financial plans to investment strategies crafted to match your unique goals, we help you unlock the full potential of your wealth. Our strategic tax planning ensures you keep more of what you earn, while our extensive suite of services supports every facet of your financial life.What sets us apart is our genuine care: we listen closely, offer thoughtful guidance, and prioritize the success of you, your family, and your business. With Coastal Wealth, embark on a personalized financial journey that’s as unique as your aspirations.
  
  Flexible work from home options available

What You’ll Do:

• Partner with clients to develop personalized financial strategies and long-term plans.
• Offer guidance on investments, retirement, insurance, and wealth protection.
• Build lasting relationships and grow your client base through trust and results