Insurance & Financial Planning Specialist

Frontlines Financial; United States; Remote; USD 50,000 - 90,000; Part time

Job summary

A leading company in the financial sector is seeking a part-time Insurance & Financial Planning Specialist. This role involves analyzing client needs, providing financial solutions, and ensuring exceptional customer service. Candidates must be U.S. residents with strong communication and analytical skills. Training will be provided to support their growth in this important role.

Qualifications

• Must be at least 18 years of age.
• U.S. Resident or Citizen.
• Able to complete licensing requirements within 30 days.

Responsibilities

• Analyze client financials to determine their needs.
• Review available options for clients and recommend suitable products.
• Provide exceptional customer service and manage client accounts.

Skills

Communication

Analytical Skills

Problem Solving

Attention to Detail

Organizational Skills

Education

Insurance or Financial Planning License

Tools

Financial Planning Software

Job description

Insurance & Financial Planning Specialist

Insurance & Financial Planning Specialist

This range is provided by Frontlines Financial. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$50,000.00/yr - $90,000.00/yr

Company Description

Frontlines Financial Partners is a non-captive brokerage that partners with numerous financial institutions across the United States. Our team of specialists are on the frontlines every day, helping clients find solutions to their financial needs. At our firm, we believe in empowering people from all backgrounds with the knowledge and expertise to achieve their financial goals. Through strategic partnerships with top 100, Fortune 500 companies, we offer complimentary financial plans to individuals in need.

Role Description

This is a part-time remote role for an Insurance & Financial Planning Specialist. The Specialist will be responsible for providing insurance and financial planning solutions to clients. The day-to-day tasks will include analyzing client needs, recommending suitable products, managing client accounts, and providing exceptional customer service.

Key Responsibilities:

• Study, learn, and execute with on-the-job training
• Shadow client meetings, plan designs, and presentations
• Analyze client financials to determine their needs and risk tolerance
• Review available options for clients
• Recommend which areas or services fit the client's need
• Participate in marketing and expansion strategies

Qualifications

• Minimum 18 years of age
• Legal U.S. Resident, Citizen, or Work Permit with SSN
• A soft background check required
• Able to complete licensing requirements within 30 days
• Excellent communication and interpersonal skills
• Ability to work independently and remotely
• Strong problem-solving and analytical skills
• Attention to detail and organizational skills
• Proficiency in financial planning software
• License in insurance or financial planning is a plus

Preferred Qualities:

We are looking for individuals who have the following qualities and mindset:

• Honesty and integrity are characteristics you live by.
• You value and believe in our mission and cause.
• You are constantly looking for personal growth.
• You are a leader
• You are a self-starter and goal-oriented
• You can work independently and work well as a team player
• Marketing and Networking skills
• Center of Influence
• Military background

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Part-time

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