About the role
FinEx AI summary
Dedicated wealth solutions expert supporting agents in client needs and wealth strategies. Provides case consultation, client-facing support, and wealth coaching to drive HNW business outcomes. Involves joint field work, coordinating external professional partners, and delivering trainings on wealth topics.
Core skills Wealth Management Insurance Legacy Planning Premium Financing Trust Retirement Planning
Role details
Work style On-Site
Posted 28 Sep 2026
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