Posting Date

Responsibilities and duties

  • Provide holistic investment, insurance and charitable giving advice and financial planning counsel to individuals and couples.
  • Generate new business and sale of products within market area.
  • Provide service to existing clients.
  • Build trust with clients through professional competency and empathy.
  • Initiate contact (in person, phone, or mail) with current clients for cross sales.
  • Function effectively as part of a team of advisors approach.
  • Acquire and maintain working knowledge of all Everence-offered products and services.
  • Periodically make group presentations.


  • Strong ambition and desire to generate new business; sales orientation.
  • Appreciation for the mission of integrating faith and finance.
  • Self-disciplined and demanding of oneself; self-starter; energetic.
  • Motivation to excel; strong persuasive skills.
  • Enthusiasm towards phone work; no call reluctance.
  • Proven communication skills including objective listening skills, verbal, and written skills.
  • Ego strength (resiliency).
  • Ability to explain complex financial concepts in easily understood manner.
  • Service motivation to build long-term relationships.
  • Attain appropriate licensing for respective products if not currently licensed, including but not limited to Life & Health Licensure, Series 6 and 63 or 65 (Series 7 also appropriate).
  • Interest in attaining Certified Financial Planner (CFP) designation or equivalent. 

Supervisory responsibilities



This is a full-time position.


Corporate office, Goshen, IN

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