Seeking Consultants and Insurance Agents
At FIRST OREGON, a consultant or insurance agent is responsible for acquiring and building new client relationships. They will develop prospects directly or via established networks by leveraging portfolio management and other resources and use their life insurance license to protect business owners, their employees and families.
Requirements
- Good client relationship skills
- Personal ability to establish client relationships
- Confidence when dealing with sophisticated clients and complex investment portfolios and planning
- Conscientious individual with a high level of attention to detail and ethical standards
- Entrepreneurial and a high level of commitment to the role
- Ideally a graduate of a 4-year institution
- A Series 65 license, or willing to obtain within 60 days. (Waived for CFP and CFAs)
- Life Insurance licensed, or willing to obtain within 90 days.
Fee Flexibility: The advisor retains the flexibility to charge an asset-based or flat-fee on accounts.
Payouts: 90% Payout on all advisory and insurance business.
Location: Work from any location.
Available Custodians: LPL Financial, Interactive Brokers, SEI Trust Company, Equity Advisor Solutions and Pershing.
To Apply: Please forward your resume or CV to support@firstoregon.com
We practice a policy to provide equal employment and advancement opportunities for all employees regardless of race, creed, color, religion, national origin, ancestry, citizenship status, age, disability or handicap, sex, marital status, veteran status, sexual orientation or any other characteristics protected by applicable federal, state or local laws.