Job Summary
Join our dynamic team as a Financial Services Professional and become a vital part of helping clients achieve their financial goals! In this energetic role, you will deliver expert guidance on a wide range of financial products and services, over 50, including estate planning, investment strategies, and financial analysis. Your proactive approach will empower clients to navigate complex financial concepts confidently while ensuring compliance with industry regulations. This position offers an exciting opportunity to develop industry expertise, build lasting client relationships, and make a meaningful impact in the world of finance.
Duties
- be able to demonstrate the need for life insurance and investments
- Provide comprehensive financial advice tailored to clients’ individual needs, covering estate planning, tax strategies, investment management, and cash flow optimization
- Conduct detailed financial analysis to assess client portfolios, identify opportunities for growth, and recommend appropriate solutions
- Manage client accounts through effective customer relationship management tools, ensuring accurate record-keeping and ongoing engagement
- Assist clients with investment client management by developing personalized financial plans that align with their goals and risk tolerance
- Support sales efforts by presenting financial products and services clearly and confidently to prospective clients
Experience
- Must be a resident of the U.S., must be legal to work in the U.S.
- Must be 18 yrs of age or older
- must be able to pass background check
- ability to obtain and hold licenses in the sector from Life Insurance to Mortgage and Investments for which we train and sponsor you for
- Have high credibility, integrity and influence that people want to hear what you have to say
- ability to keep promises and appointments
Embark on a rewarding career where your expertise drives client success! We are committed to supporting your professional growth through ongoing training in industry regulations, technical accounting, research methodologies, and sales techniques. Join us to make a difference in the lives of our clients while advancing your own career in the vibrant world of financial services! 1099 position.
Pay: $23,016.19 - $63,847.46 per year
Benefits:
- Financial planning services
- Flexible schedule
- Referral program
Work Location: Remote
