Financial Professional
Remote · from United StatesNo visa sponsorship
Core
Remote contract-based partnership role assisting clients with wealth protection, tax-advantaged growth, retirement, estate, and life insurance planning.
Role type
Independent contractor financial advisor
Builds
Customized financial solutions for individual clients
Domain
Financial services / Insurance
Deliverable
client delivery
Required skills
Client communication, financial planning, sales, autonomy, adaptability
Preferred skills
Existing life/health insurance license, growth mindset
Technologies
Zoom, proprietary support tools
Responsibilities
Meet with clients to assess financial goals, recommend customized solutions, apply concepts in wealth protection and retirement planning, collaborate with mentors, utilize weekly trainings