American Federal Insurance Services, Inc
This role involves developing and managing a profitable business practice as a financial advisor and consultant for individuals and small businesses. The position requires building a client portfolio, providing comprehensive financial planning solutions, and delivering specialized expertise in investments. The advisor will work independently to target high-value prospects and deliver customized investment solutions.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for American Federal Insurance Services, Inc.