Certified Financial Planner
The CFP will serve existing clients and is responsible for generating new client relationships through focus on sales of non-risk investments via fixed and equity indexed annuities and limited sales of life and long-term care insurance. CFP will also be responsible for supervision of administrative staff as needed.
Applicants must have at least 3 years experience handling estate and retirement plans and be familiar with PROFILES software for taxation, estate planning, and retirement planning research. An insurance license for sales of life, health, and annuities is mandatory. A minimum of 3 years CFP designation is preferred. Insurance license(s) held and CFP designation must be in good standing for consideration and are subject to verification.
Successful applicants must have professional appearance and demeanor; exhibit highest level of integrity; maintain confidentiality; and demonstrate excellence in service and communication. Pennsylvania Advisory Services, Inc., is an Equal Opportunity Employer.
For consideration, submit your resume with cover letter to Ann Pelizzari c/o PAS. No phone calls please.
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