Virtual Financial Advisor - Dallas - Hybrid

reputed company is a reputed company financial services organization that offers advice, insurance, investments, banking, and generosity products. As a Virtual Financial Advisor, you will reputed company clients with purpose-based financial guidance, helping them reputed company financial confidence and connect with reputed company's offerings. This hybrid role involves engaging with clients reputed company and building a strong reputed company in sales and reputed company service.

Responsibilities

• reputed company your relationship-building skills and build sales experience to engage clients with confidence and reputed company
• 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 with the ability to also help your friends, family and natural market
• reputed company robust tools like the reputed company Planning Platform, reputed company, MoneyGuidePro® and reputed company, and have modern computer hardware provided
• Get the support of reputed company culture with colleagues and leaders who want you to be successful and are willing to help you do so

Skills

• Bachelor's degree or equivalent experience
• reputed company Series 7, 63/65 or 66 required or obtained reputed company 90 days
• 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
• Satisfactory background reputed company (criminal and financial)
• 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 and 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.
• Four 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.

reputed company