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Full job description
Duties
- Provide financial guidance and advice to clients based on their individual needs and goals
- Assist clients in developing personalized financial plans and strategies
- Conduct thorough financial analysis to identify areas of improvement and opportunities for growth
- Educate clients on various financial products and services, including retirement planning, college planning, insurance, and estate planning
- Collaborate with clients to develop and implement effective financial strategies
- Monitor and review client portfolios to ensure they remain aligned with their financial objectives
- Stay up-to-date with industry trends and changes in regulations to provide accurate and relevant advice to clientsExperience
- Previous experience in customer service or retail sales is preferred
- Proven ability to communicate effectively with clients
- Sales experience, military background and/or management experience is a plus
As a Financial Professional, you will have the opportunity to make a significant impact on the lives of individuals and families by helping them achieve their financial goals. You will work closely with clients to understand their unique needs and provide tailored solutions. This role requires strong interpersonal skills, attention to detail, and the ability to analyze complex financial information. If you are passionate about helping others achieve financial success, we encourage you to apply.
Please note that this job description is not exhaustive.
Job Types: Full-time, Part-time
Pay: $75,000.00 - $150,000.00 per year
Expected hours: 20 – 40 per week
Benefits:
- Flexible schedule
- Work from home
Pay rate:
- Commission only
Supplemental pay types:
- Bonus opportunities
Weekly day range:
- Monday to Friday
Work setting:
- Remote
Work Location: Remote
If you require alternative methods of application or screening, you must approach the employer directly to request this as Indeed is not responsible for the employer's application process.
