Hi S***a, I’m J***e, an HR recruiter with StrategyBrain. I came across your profile and was impressed by your years at N***k L***e, your current independent practice in Birmingham, and your life and health insurance expertise,especially your public speaking experience. We’re partnering with H***e W***h P***s to hire a Senior Insurance and Financial Planning Consultant, and your background seems like a great fit. Would you be interested in learning more about this opportunity? Looking forward to your thoughts. Best regards, J***e HR Recruiter, StrategyBrain

Hi S***a, Great to hear you’re interested. Here’s a closer look at the role and how our team is structured at H***e W***h P***s: 1. Key Responsibilities - Conduct in-depth financial needs analyses for clients,life, health, retirement and college funding. - Design and recommend tailored insurance and wealth-building solutions (annuities, extended-care plans, lifetime-income strategies). - Lead public seminars and workshops,your N***k L***e and independent practice speaking experience will be a real asset here. - Build and maintain long-term relationships through regular reviews, proactive outreach and ongoing plan adjustments. - Ensure full compliance with state and federal regulations and keep licenses current. 2. Team Setup - You’ll join a tight-knit boutique office in Birmingham alongside four senior consultants and two junior advisors. - You’ll work closely with a dedicated paraplanner and an operations coordinator, tapping into shared marketing resources and administrative support. - Weekly strategy meetings ensure we exchange best practices, refine client strategies and brainstorm growth opportunities together. 3. Why It Might Be a Great Fit - Your blend of corporate (N***k L***e) and entrepreneurial experience is exactly what we’re looking for in someone who can both craft high-touch client programs and help grow our footprint locally. - There’s room to lead larger-scale workshops, mentor junior advisors and shape our community outreach efforts. We offer a competitive base salary plus performance-based bonuses, full CE support and a collegial environment that prizes professional growth. Does this give you a clear picture? I’d be happy to dive deeper into any area or schedule a quick call to walk through next steps. Looking forward to your thoughts! ,J***e

Hi S***a, I’m glad to hear this aligns with your goals. Our bonus structure combines a competitive base plus performance‐based incentives,typically 20,30% of base depending on individual and team results. We also offer full CE support, covering course fees, study materials and exam reimbursements to keep your licenses current. I’m available for a brief call this week on: • Tuesday, May 14th between 2:00,3:00 PM CST • Wednesday, May 15th between 10:00,11:00 AM CST Do either of those times work for you? If so, could you please share the best phone number to reach you? And, if you have a current resume handy, feel free to forward it to me,this will help me tailor our conversation and share your background with H***e W***h P***s beforehand. Looking forward to connecting! Best regards, J***e HR Recruiter, StrategyBrain j***@strategybrain.com | (***) ***-****

Hi S***a, Thanks for confirming and for sending over your resume. I’ve scheduled our call for Tuesday, May 14 at 2:00 PM CST and will give you a ring at (***) ***-****. On our call, we’ll dive into the bonus structure, CE support, and discuss how your experience could help drive H***e W***h P***s’s growth. If there’s anything else you’d like to cover, just let me know. Looking forward to our conversation! Best regards, J***e HR Recruiter, StrategyBrain