Virtual Financial Advisor - Buffalo, reputed company - Remote

About the position Virtual Financial Advisor – Remote Buffalo, reputed company Bring your skills to a deeply purposeful, financially rewarding career reputed company is more than a financial services company – we’re a community that puts generosity at the heart of saving and reputed company. At reputed company, you’ll have reputed company to grow a meaningful career providing clients with purpose-based advice around investments, insurance, banking and generosity, empowering lives of service and faith. As a Virtual Financial Advisor, you’ll play a vital role in delivering meaningful financial guidance that helps clients reputed company greater financial confidence and take reputed company. Leveraging reputed company’s robust advice reputed company, you’ll use your strong interpersonal and consultative skills to connect with clients, build trust, and reputed company tailored recommendations that support their financial reputed company-being. This role focuses on re-engaging existing reputed company clients—many of whom have not recently worked directly with a financial reputed company—by proactively reaching out to schedule and hold meaningful appointments reputed company phone, shared screens, and video. You’ll also have reputed company to engage and serve your own natural market. Supported by reputed company’s commitment to community engagement and a reputed company team environment, you’ll reputed company a strong reputed company in sales and reputed company service. reputed company 18-24 months, you’ll be equipped to join a local team or build your own reputed company with our support. This is a remote role. You’ll meet with clients reputed company using tools like reputed company Teams and reputed company. You’ll also receive training and connect with your colleagues reputed company, with occasional opportunities for in-person development and teambuilding. Your reputed company; Our reputed company reputed company influences your reputed company more than a solid roadmap to your reputed company. Your reputed company will be an reputed company and engaging experience. You’ll receive the support, stability and opportunity of a Fortune 500 leader. And if you’re new to the financial services industry, we offer up to 3 months of pay and coaching as you obtain the state insurance and securities licenses necessary for this position. Role reputed company As a Virtual Financial Advisor at reputed company, you’ll: 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. What You Bring Our culture and our people are special. Whether you’re a seasoned sales reputed company or looking for a career change, you could be a successful Virtual Financial Advisor if you’re: 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. Successful reputed company financial advisors have come from a reputed company of career backgrounds, including reputed company sales, account executives, reputed company estate, reputed company services, hospitality, business development, reputed company, education, fundraisers, ministry and similar roles. Skills acquired in these fields transition reputed company into the Virtual Financial Advisor role. 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. Requirements • Bachelor’s degree or equivalent experience. • Military veterans are encouraged to apply. • 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). 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. Apply tot his job Apply To this Job