Remote Financial Advisor - Services Professional | WFH
Job Overview
As a Financial Services Professional, you will be instrumental in fostering significant relationships with clients, guiding them toward appropriate financial products and services tailored to their unique needs. You will contribute to their long-term financial success by providing informed investment solutions, retirement planning, life insurance, income protection, and business benefit strategies, all while ensuring exemplary service and valuable financial advice.
Key Responsibilities
Evaluate and understand the financial requirements and concerns of clients.
Educate clients on proactive financial planning, preparing them for potential challenges.
Craft personalized strategies to help clients reach their long-term financial aspirations.
Cultivate and maintain enduring relationships with clients, aiding individuals and families on their path to financial stability.
Expand your own financial practice through effective networking and client outreach.
Provide empathetic support to clients during challenging life events.
Focus on establishing and nurturing strong, trust-based relationships over time.
Required Skills
Entrepreneurial spirit with a strong inclination to achieve success.
Excellent communication skills, both verbal and written.
A sincere commitment to assist others in enhancing their financial well-being.
Sound business judgment and a professional demeanor.
Tenacity when faced with challenges.
Ability to connect with the community and utilize personal networks to grow your client base.
Qualifications
Sales experience is advantageous, though not mandatory.
Background in banking or finance is beneficial.
Preferred possession of FINRA S6/7 and S63/66/65 licenses, or the willingness to obtain them.
Career Growth Opportunities
This position offers extensive training and continuous support, enabling you to thrive while providing avenues for personal and professional advancement. You will be encouraged to develop your financial practice through networking and proactive client engagement.
Compensation And Benefits
This role features unlimited income potential based on a commission structure. In 2022, agents fulfilling minimum sales production criteria earned an average of $115,917. Your earnings will be reflective of your individual performance.
Benefits Include
Medical, dental, vision, life, and disability insurance.
401(k) and pension plan.
Bonus opportunities.
Flexible work schedule.
Options for remote work.
Employment Type: Full-Time
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