Our objective is a long-term relationship with our clients in which we help them reach their objectives specifically in the areas of wealth accumulation, retirement planning and estate tax reduction. We do this by providing unparalleled financial expertise through our team approach. We represent several premier insurance carriers with Minnesota Life as our primary company. Entrepreneurial spirit, persistence and commitment, self-motivation with a proven track record. We are interested in top-notch people with strong ethics.
Sales experience a plus.
Meeting with clients to determine financial needs, preparing financial plans and presenting solutions involving fee-based programs, estate planning and financial products.