Financial Professional
Skills
401 RolloversBankingDisability InsuranceFinanceFinancial ServicesFixed AnnuitiesLong Term Care Insurance
What the job involves
The main requirements, responsibilities and hiring steps.
Requirements
- Must be at least 18 years old
- Must live in the U.S. and be eligible to work here
- Must be able to pass a background check with no felonies
- Must be willing to obtain a Life & Health Insurance License
Nice to have
- Motivated
- Disciplined
- Strong communicator
- Growth mindset
- High personal standards
- Autonomy
- Flexible
- Purpose-driven
Day to day
- Meet with clients virtually or in person to understand financial goals and recommend tailored solutions
- Use proven systems and support tools to deliver excellent service and build client trust
- Learn and apply strategies in wealth protection tax-advantaged growth retirement planning estate planning and life insurance
- Collaborate with experienced mentors and attend weekly trainings to strengthen skills and industry knowledge
Hiring process
- Apply today here on LinkedIn
- Send your resume to sglass.financial@gmail.com