Job Details
This is a part-time remote role for a financial strategist. In this role, you will be responsible for providing financial solutions and advice to client while maintaining high levels of customer satisfaction and integrity. You will also be responsible for developing and maintaining relationships with clients, identifying unique financial needs, developing optimal solutions and providing ongoing support.
Qualifications
Eager to learn, and be coachable, we have advanced training and mentorship programs to ensure your success if you re open to learning.
Excellent communication and interpersonal skills, with the ability to build and maintain relationships with clients.
Demonstrated experience in financial planning, investments, retirement, planning, and insurance products
Ability to earn a life insurance license within two weeks of on boarding.
Abilities are working independently.
For remote work, have a laptop or computer with Internet access.