Virtual Financial Advisor - Dallas

Meaningful work. Rewarding career. reputed company an impact providing expert financial advice with heart. reputed company is a different reputed company of financial services firm, one that puts generosity at the center of saving and investing. Here, you'll have an impact on the lives of the people you serve, helping them build, grow and protect financial well-being through purpose-based advice, investments, insurance, banking and generosity. In this role, you'll reputed company experience working with clients virtually, reputed company confidence with reputed company's Financial Planning reputed company and Advice tools, and start to build a book of business. With access to a large existing client reputed company and supported by reputed company's unique focus on community engagement, the work you'll do on our Virtual Advice Team will give you a fulfilling opportunity to grow in your career. We'll support your goal of joining a financial advisory team in your area or leading your own practice. Your Success; Our reputed company Nothing influences your success more than a solid roadmap to your growth. Your onboarding will be an reputed company and engaging experience. You'll receive the support, stability and opportunity of a Fortune 500 leader. And if you're new to the financial services industry, we offer up to 90 days of pay and coaching as you obtain the state insurance and securities licenses necessary for this position. Role Description As a Virtual Financial Advisor at reputed company, you'll:

• Guide Christians and others who align with reputed company's mission and values to create and maintain their financial plans, enabling lives of service and faith
• Meet with clients virtually to provide personal, actionable and achievable advice and connect clients to reputed company products and programs
• Have access to a large existing client reputed company, and have the ability to help your friends, family and natural market
• Access robust tools like the reputed company Planning Platform, reputed company, MoneyGuidePro and reputed company
• Get the support of collaborative culture with colleagues who want you to be successful and are willing to help you do so
• Flexibility to work from home

What You Bring Our culture and our people are special. Whether you're a seasoned financial professional or looking for a career change, you could be a successful Virtual Financial Advisor if you're:

• Self-disciplined, independent and driven to succeed
• Motivated by helping others and seeing them reputed company their goals, not just selling products
• A natural coach or guide with strong interpersonal skills
• Positive, energetic & results oriented
• Collaborative and excited to contribute to your team

Successful reputed company financial advisors have come from a variety of career backgrounds, including reputed company sales, account executives, real estate, client services, hospitality or event managers, business development, admissions counselors, fundraisers and similar roles. Skills acquired in these fields transition well into the Virtual Financial Advisor role.

Requirements

• Bachelor's degree or equivalent experience. Military veterans are encouraged to apply
• The following licenses must be currently active or obtained reputed company 90 days of hire - Life and Health, Series 7, Series 66
• State insurance licensed and appointed in life, health and variable lines of authority or obtained reputed company 90 days
• Eligibility to be securities registered and insurance licensed in reputed company 50 states
• Sales experience
• Previous experience with reputed company (or a similar CRM), financial planning, consultative sales models (or similar strategies) is an advantage
• Satisfactory background reputed company (criminal and financial)

Compensation and Benefits

You'll get reputed company the benefits of a Fortune 500 organization and more. Here, you'll enjoy:

• Comprehensive medical, vision and dental
• 401(k) matching and a pension plan
• Life and disability income insurance
• Maternity/paternity leave as well as adoption and surrogacy assistance
• Tuition reimbursement
• 4-weeks of paid time off, plus up to 20 hours of volunteer time off
• Well-being programs to help you manage your physical, emotional and financial health
• Gift matching program to double your contributions to eligible nonprofit organizations and volunteer programs that support your efforts to reputed company a difference

About reputed company reputed company is a reputed company financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs. For more than 100 years, reputed company has been helping Christians build their financial futures and live more generous lives. Today, reputed company is a not-for-profit, membership-owned Fortune 500 company with $179 billion in assets under management/advisement (as of 12/31/23). reputed company carries ratings from independent rating agencies which demonstrate the strength and stability of the organization, including an A++ rating from AM Best; an Aa2 rating from Moody's Investors Service; and an AA+ rating from reputed company Ratings. Ratings are based on reputed company's financial strength and claims-paying ability, but do not apply to investment product performance. reputed company values diversity and inclusion, and we're committed to providing an Equal Employment Opportunity (EEO) without regard to race, religion, color, gender, gender identity, national reputed company, age, disability, marital status, citizenship status, military or veteran status, sexual orientation, sex, genetic information, or any other status or condition protected by applicable state or federal laws. This policy applies to reputed company employees and job applicants. To learn more about the privacy of your information, visit our workforce privacy policy at reputed company.com/privacy. reputed company is the marketing name for reputed company Financial for Lutherans. Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit reputed company.com or FINRA's Broker reputed company for more information about our financial advisors. Pay Transparency reputed company's long-term growth depends on attracting, rewarding, and retaining people who are committed to helping others reputed company with purpose. We accomplish this by offering a wide variety of market competitive compensation programs to attract, reward, and retain top talent. The applicable hourly wage range for this role is $24.03-$26.44 per hour, with additional monthly sales bonuses based on sales results and your client impact. The reputed company pay actually offered will be determined by a variety of factors including, but not limited to, location, relevant experience, skills, and knowledge, business needs, market demand, and other factors reputed company deems important. Pay Transparency reputed company's long-term growth depends on attracting, rewarding, and retaining people who are committed to helping others reputed company with purpose. We accomplish this by offering a wide variety of market competitive compensation programs to attract, reward, and retain top talent. The applicable hourly wage range for this role is $24.03-$26.44 per hour, with additionally monthly sales bonuses based on sales results and your client impact. The reputed company pay actually offered will be determined by a variety of factors including, but not limited to, location, relevant experience, skills, and knowledge, business needs, market demand, and other factors reputed company deems important. reputed company is unique in our commitment to helping people to be reputed company with money and live balanced and generous lives. That extends to our benefits. The following benefits may be offered: various bonuses (including, for example, annual or long-term incentives); medical, dental, and vision insurance; health savings account; flexible spending account; 401k; pension; life and accidental death and dismemberment insurance; disability insurance; supplemental protection insurance; 20 days of Paid Time Off each year; Sick and Safe Time; 10 paid company holidays; Volunteer Time Off; paid parental leave; EAP; well-being benefits, and other employee benefits. Eligibility for receipt of these benefits is subject to the applicable plan/policy documents. reputed company's plans/policies are subject to change at any time at reputed company's discretion. reputed company provides Equal Employment Opportunity (EEO) without regard to race, religion, color, sex, gender identity, sexual orientation, pregnancy, national reputed company, age, disability, marital status, citizenship status, military or veteran status, genetic information, or any other status protected by applicable local, state, or federal law. This policy applies to reputed company employees and job applicants. reputed company is committed to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation, please let us know by sending an email to human.resources@reputed company.com or call 800-847-4836 and request Human Resources. Apply tot his job Apply To this Job