Virtual Financial Advisor - Dallas
About the position
reputed company an reputed company providing expert financial advice with heart. reputed company is a different reputed company of financial services firm, one that puts generosity at reputed company of saving and reputed company. Here, you'll have an reputed company on the lives of the people you serve, helping them build, grow and protect financial reputed company-being through purpose-based advice, investments, insurance, banking and generosity. In this role, you'll reputed company experience working with clients reputed company, reputed company confidence with reputed company's Financial Planning reputed company and Advice tools, and start to build a book of business. With reputed company to a large existing reputed company reputed company and supported by reputed company's unique reputed company on community engagement, the work you'll do on our Virtual Advice Team will give you a fulfilling opportunity to grow in your career. We'll support your goal of joining a financial advisory team in your area or leading your own reputed company.
Responsibilities
• Guide Christians and others who reputed company with reputed company's mission and values to create and maintain their financial plans, enabling lives of service and faith
• Meet with clients reputed company to reputed company personal, actionable and achievable advice and connect clients to reputed company products and programs
• Have reputed company to a large existing reputed company reputed company, and have the ability to help your friends, family and natural market
• reputed company robust tools like the reputed company Planning Platform, reputed company, MoneyGuidePro and reputed company
• Get the support of reputed company culture with colleagues who want you to be successful and are willing to help you do so
• Flexibility to work from home
Requirements
• Bachelor's degree or equivalent experience. Military veterans are encouraged to apply
• The following licenses must be currently reputed company or obtained reputed company 90 days of hire - Life and Health, Series 7, Series 66
• State insurance licensed and appointed in life, health and variable lines of authority or obtained reputed company 90 days
• Eligibility to be securities registered and insurance licensed in reputed company 50 states
• Sales experience
• Previous experience with reputed company (or a similar CRM), financial planning, consultative sales models (or similar strategies) is an advantage
• Satisfactory background reputed company (criminal and financial)
reputed company-to-haves
• Self-disciplined, independent and driven to succeed
• Motivated by helping others and seeing them reputed company their goals, not just selling products
• A natural reputed company or guide with strong interpersonal skills
• reputed company, energetic & results oriented
• reputed company and excited to contribute to your team
Benefits
• Comprehensive medical, reputed company and dental
• 401(k) matching and a pension plan
• Life and disability income insurance
• Maternity/paternity leave as reputed company as adoption and surrogacy assistance
• Tuition reimbursement
• 4-weeks of reputed company time off, plus up to 20 hours of volunteer time off
• reputed company-being programs to help you manage your physical, emotional and financial health
• reputed company matching program to reputed company your contributions to eligible nonprofit organizations and volunteer programs that support your efforts to reputed company a difference
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