Financial Professional

Athena Financial & Insurance Associates; Fullerton (CA); Remote; USD 40,000 - 80,000; Part time

Job summary

Join a forward-thinking financial services firm as a Financial Services Professional in a part-time remote role. This position offers you the chance to assist clients in achieving their financial goals through personalized planning and support. You'll be responsible for helping clients diversify their portfolios, secure their retirements, and protect their families. If you're a motivated individual with excellent communication skills and a business-minded approach, this opportunity offers a flexible work environment where you can thrive and grow your career in finance.

Qualifications

• Excellent communication skills and ability to work independently.
• Coachable and willing to obtain state professional licenses.

Responsibilities

• Assist clients in diversifying their financial portfolios.
• Help clients prepare for a secure retirement.

Skills

Communication Skills

Independent Work

Business Acumen

Job description

2 weeks ago Be among the first 25 applicants

We are a financial services firm that provides businesses, individuals, and families with products and services to achieve their financial goals. Our offerings include: Life, Annuities, Disability, Long-Term Care, Kid Funds, and Retirement Programs.

Role Description

This is a part-time remote role for a Financial Services Professional. The responsibilities include providing financial planning, retirement planning, and financial services to clients. The role requires regular communication with clients and teammates. Candidates MUST reside in the US, be 18+, have a laptop/desktop and internet access. Appointments are NOT conducted on cell phones or tablets.

Key Responsibilities

• Assist clients in diversifying their financial portfolios
• Help clients get out of debt
• Prepare clients for a secure retirement
• Protect clients' families in case of illness, injury, aging, or death
• Help fund college education for children or grandchildren
• Build and leave a legacy through wills and trusts
• Assist with 401Ks, TSP, 403b, IRA, Roth IRA
• Compensation is based on performance (100% commission)

Qualifications

• Excellent communication skills
• Ability to work independently and remotely
• Coachable and willing to obtain state professional licenses
• Team-oriented and eager to learn and grow
• Business-minded

Additional Details

• Seniority level: Entry level
• Employment type: Full-time
• Job function: Finance and Sales

Referrals increase your chances of interviewing at Athena Financial & Insurance Associates by 2x.

Get notified about new Financial Professional jobs in Fullerton, CA.