Financial Services Professional
Skills
AccountingBankingManagementCustomer ServiceFortune 500LeadershipOptions
What the job involves
The main requirements, responsibilities and hiring steps.
Requirements
- State license required or willingness to obtain one
- Comfortable with remote work and Zoom-based collaboration
- Entrepreneurial energetic and ambitious mindset
- Strong interest in financial services sales or advising
- Resume required for consideration
Nice to have
- Entrepreneurial
- Energetic
- Ambitious
- Flexible schedule
- Self-motivated
- Client-focused
Day to day
- Develop tailored financial strategies for clients focused on life insurance retirement and wealth building
- Advise families on insurance protection lifestyle changes and long term financial independence
- Work remotely with flexible scheduling while participating in frequent Zoom meetings and training sessions
Hiring process
- Submit resume
- Interview via webinar or phone
- Complete webinar/Zoom training
- Obtain required state license