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  • Financial Advisor

    Posted: 07/18/2021

    Financial Advisor Summary 
    Here is your opportunity to become part of one of the fastest growing financial services companies in the U.S. Our organization is looking for professional and entrepreneurial-minded individuals to assist clients in protecting their income, eliminating debt, and building wealth. The successful candidate will provide savings and protection solutions to help clients plan for all of life’s circumstances, both expected and unexpected. If you’re looking for a chance for great income potential, independence and the flexibility to work remotely, we encourage you to apply today.

    Financial Advisor Responsibilities & Duties

    • Execute the vision of the company by providing a Financial Needs Analysis to clients
    • Build clientele and cultivate client relationships
    • Maintain good relationships with clients and adapt advice and strategies to meet unexpected changes in financial circumstances
    • Maintain licensing requirements and comply with all regulations
    Financial Advisor Qualifications & Skills
    • Degree or certificate in Business, Finance, Accounting, or Marketing helpful but not necessary.
    • 1+ years’ customer service experience
    • Excellent computer, interpersonal, and communication skills with emphasis on actively listening to and understanding clients’ needs
    • Ability to work independently and cooperatively
    • Self-starter and self-motivated
    Job Types: Full-time, Part-time, Commission
    • Monday to Friday
    • On call
    Supplemental Pay:
    • Bonus pay
    • Commission pay
    • High school or equivalent (Preferred)
    • Customer service: 1 year (Preferred)
    • English, Spanish (Optional)
    Work Location:
    • Fully Remote - Perris
    Contact us today for application process.