Financial Services is a $109 trillion industry and our parent company is Aegon, $553 billion firm. We are a full service Financial Services firm in a regulated industry, that provides an opportunity for agents to build a business/agency, receive extensive training to learn the financial and insurance industry. Agents will receive consistent coaching and mentorship. Financial Advisor helps people and/or businesses organize their finances in preparation for their future. Their duties include discussing finances and financial goals with clients, developing financial strategies for clients and reporting on financial progress. Here are the qualifications for this role:
Responsibilities
- Researching financial products for clients and explaining their key features and benefits.
- Provides financial planning services by advising the customer on the advantages and disadvantages of different product decisions in alignment with their individual needs and goals.
- Developing financial strategies for clients and reporting on financial progress.
- Deliver customized investment and insurance solutions agreed upon by clients.
- Supporting and/or managing a team of professionals to cultivate client /agent relationships
Qualifications
- Degree not required
- Self-starter
- Self-motivated
- Industry experience not required
- Ability to work remotely
- Customer service oriented
- Desire to help others succeed
- Team player
- Excellent interpersonal skills
- Business acumen
- Commission based
If you are not licensed, we can show you how to obtain a license and you would need to pay for licensing fees, which are minimal.
Let’s schedule an interview to discuss your financial growth goals. We look forward to hearing from you!
Thanks!