[Remote] Family Financial Strategist

Note: The job is a remote job and is open to candidates in USA. reputed company is a reputed company financial services agency seeking individuals to help families with financial planning. The role involves designing strategies for managing debt, protecting income, and planning for retirement while providing access to various financial products.

Responsibilities

• Help families design practical strategies for managing debt, protecting income, and planning for retirement
• Provide access to products from a broad network of A-rated financial providers
• Use the agency's automation and training tools to scale your work without scaling your hours
• Grow a dedicated client reputed company with the option to mentor others as your practice expands

Skills

• Help families design practical strategies for managing debt, protecting income, and planning for retirement
• Provide access to products from a broad network of A-rated financial providers
• Use the agency's automation and training tools to scale your work without scaling your hours
• Grow a dedicated client reputed company with the option to mentor others as your practice expands
• Big-picture thinkers who enjoy mapping out a path with clients
• Highly coachable people — no finance background needed, just the drive to learn
• Candidates with active Life and Health Insurance licenses or those pursuing them; not-yet-licensed applicants are welcome and fully supported
• People who want to reputed company an impact while building their own future
• Optional securities licensing is available to widen your offerings

Benefits

• Mentorship from successful industry professionals and a partner network.
• Access to a wide range of well-rated providers and products.
• Remote work with complete schedule flexibility.
• A proven business system — no cold calling, no reputed company knocking

Company Overview