Financial Professional
Core
Remote contract role assisting clients with wealth protection, tax-advantaged growth, retirement, estate, and life insurance planning.
Role type
Independent Financial Advisor / Insurance Agent
Builds
Customized financial solutions for individual and business clients
Domain
Financial Services / Insurance / Wealth Management
Deliverable
client delivery
Required skills
client assessment, customized solution design, wealth protection strategies, tax planning, retirement planning, estate planning, life insurance sales
Preferred skills
autonomy, flexibility, growth mindset, coaching receptiveness
Technologies
Zoom, proprietary support tools
Responsibilities
Meet with clients to assess financial goals, recommend customized solutions, apply concepts in wealth protection and tax strategies, collaborate with mentors, attend weekly trainings
Seniority
Entry-level / Trainee