Financial Advisor (Remote)

Placements24; United States; Remote; USD 65,000 - 90,000; Full time

Job summary

Placements24 is seeking a dedicated Financial Advisor to join a fully remote team in the financial services sector. You will advise on life insurance, retirement planning, and investment-linked policies, helping clients achieve financial goals from a home-based setup.

The role focuses on delivering expert guidance via video conferencing and digital platforms to clients nationwide, building lasting relationships and providing comprehensive insurance planning solutions.

Qualifications

• Licenses or certifications in financial planning preferred.
• Experience advising clients on life insurance and retirement strategies.
• Familiarity with investment-linked policies and risk assessment.

Responsibilities

• Provide expert financial and insurance planning advice to clients remotely.
• Conduct client consultations via video conferencing and digital platforms.
• Develop personalized financial plans to help clients reach goals nationwide.

Skills

Life insurance planning

Retirement planning

Investment-linked policies

Education

Bachelor's degree in Finance

Tools

CRM software

Video conferencing tools

Job description

About the Role

Our client, a reputable financial services firm specializing in insurance solutions, is seeking a dedicated Financial Advisor to join their fully remote team. This role is ideal for a motivated professional who is passionate about helping clients achieve their financial goals through comprehensive insurance planning. You will provide expert advice on life insurance, retirement planning, and investment-linked policies. As a remote position, you will conduct client consultations via video conferencing and digital platforms, managing your schedule and client interactions effectively. This is a fantastic opportunity to leverage your expertise in financial planning and insurance within a flexible, work-from-home setup, serving clients nationwide. We are committed to providing our remote advisors with the tools and support needed to excel and build lasting client relationships.