Financial Sales Consultant

Healthcare Helper™; United States; Remote; USD 20,000 - 25,000; Full time

Job summary

Healthcare Helper™ is seeking a Financial Sales Consultant for a remote full-time position focused on financial planning and investment strategies. The ideal candidate will have a strong background in finance, excellent analytical skills, and a commitment to helping clients make informed decisions. This role offers an opportunity to contribute to a non-profit health-sharing organization prioritizing affordability and community care.

Qualifications

• Financial Planning and Investments skills required.
• Strong communication and interpersonal skills needed.
• Retirement Planning expertise is a plus.

Responsibilities

• Provide financial advice and assist clients in making informed financial decisions.
• Analyze data to support financial planning and investment decisions.

Skills

Financial Planning

Analytical Skills

Communication Skills

Education

Bachelor’s degree in Finance

Job description

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Investor / Multiple Business Owner / Multiple Franchise Owner

Company Description

Impact Health Sharing is a non-profit health-sharing alternative to traditional insurance, offering significant savings and transparency. Members contribute a Monthly Share to cover medical expenses, with savings up to 40%. Impact provides access to various medical services without restrictive networks, emphasizing affordability and community-focused care.

Role Description

This is a full-time remote role for a Financial Sales Consultant at Healthcare Helper. The consultant will be responsible for financial planning, investments, finance, analytical skills, and retirement planning. Day-to-day tasks include providing financial advice, analyzing data, and assisting clients in making informed financial decisions.

Qualifications

• Financial Planning and Investments skills
• Financial and Analytical Skills
• Retirement Planning expertise
• Strong communication and interpersonal skills
• Bachelor’s degree in Finance, Economics, or related field
• Certification such as CFP or CFA is a plus

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

• Industries

  Insurance Agencies and Brokerages

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