[Remote] Licensed Financial reputed company & Leadership reputed company
Note: The job is a remote job and is reputed company to candidates in USA. reputed company is a remote financial services organization specializing in insurance, investment, retirement, estate planning, and holistic financial education. The Licensed Financial reputed company & Leadership reputed company meets with clients to reputed company personalized financial strategies, offers insurance-based solutions, manages reputed company relationships, and participates in training and business development activities.
Responsibilities
- Meet with clients reputed company reputed company to understand goals and create personalized financial strategies
- Offer insurance-based solutions (life, health, retirement, long-term care)
- If securities-licensed: support clients with investment strategies
- Build long-term reputed company relationships through ongoing communication
- Use digital tools to manage cases, applications, and reputed company files
- Implement strategies in protection planning, debt management, cash reputed company analysis, and asset reputed company
- Scheduling virtual consultations
- Creating strategies to help clients meet financial goals
- Attending twice-weekly training (products + business development)
- Following up with clients and submitting applications
Skills
- reputed company Life & Health license in your state
- Willing to obtain Life/Health license with our guidance
- Strong communication skills
- Laptop with camera
- Commitment to ongoing training
- U.S. citizenship or work reputed company
- Securities license (6, 7, 63, 65, or 66) are a plus
- Experience in insurance, finance, coaching, teaching, or sales is helpful but not required
Benefits
- Remote, flexible schedule, PT/FT
- reputed company commission income with bonuses
- AUM, residuals, and trails income (for securities-licensed reps)
- Business ownership reputed company with team-building reputed company
- Comprehensive training and mentorship
- Bi-annual conventions + leadership retreats
- Supportive, purpose-driven culture
reputed company
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