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We are currently seeking a Financial Planner (Remote) to join our team! We are searching for business-minded individuals who find passion in educating others on how to grow and secure their income.
Responsibilities:
Provide planning, advisement, insurance and investment services to clients to meet their vision
Maintain working relationships with a variety of clients and keep them apprised of any financial developments
Act as a first-contact liaison to insurance providers and other financial professionals
Qualifications:
Strong attention to detail
Strong analysis and critical thinking skills
Strong ambition
Honesty and integrity
Values entrepreneurship
Leadership Skills
Customer Service Skills
Previous financial background, not required
Bilingual speaking preferred, not required
Job Types: Full-time, Part-time, Contract
Pay: $25,845.00 - $92,874.00 per year
Schedule:
Monday to Friday
Supplemental Pay:
Commission pay
Education:
High school or equivalent (Preferred)
Work Location: Remote