Remote Financial Advisor: Insurance & Planning Pro

Placements24; Riverton (UT); Remote; USD 11,000 - 22,000; Full time

Benefits offered by this job

Commission-based structure with a ret

Comprehensive health and lifeinsurance

Retirement savings plan

Remote work flexibility

Extensive training and marketing help

Career advancement opportunities

Job summary

Placements24 is seeking a remote Financial Advisor to join a leading financial services provider. You will deliver comprehensive financial and insurance guidance to clients, leveraging technology from your home office to understand needs and build tailored plans.

The role emphasizes ethical financial planning, regulatory compliance, and proactive client engagement with a fully remote advisory team and ongoing training.

Qualifications

• Bachelor's degree in Finance, Economics, Business, or a related field.
• CFP and FAIS accreditation are highly desirable.
• Minimum of 3 years of experience in financial advising or sales in insurance/financial services.
• Strong knowledge of diverse insurance products (life, health, investments).
• Excellent communication, interpersonal, and presentation skills.
• Ability to work independently and remotely, based in South Africa for regulatory compliance.

Responsibilities

• Conduct comprehensive financial needs analyses to understand goals and risk tolerance.
• Provide expert advice on life, health, and investment-linked insurance products.
• Develop tailored financial plans and recommend insurance solutions.
• Build and maintain long-term client relationships.
• Stay up-to-date on market trends, products, and regulatory changes.
• Adhere to regulatory requirements and ethical standards in financial advice.
• Achieve and exceed sales targets and client satisfaction metrics.
• Utilize CRM and other digital tools to manage client interactions.
• Educate clients on financial planning principles and benefits of insurance.
• Collaborate with internal teams to ensure seamless client service.

Skills

Client communication

Financial planning

Remote work discipline

Digital communication

Financial planning software

Education

Bachelor's degree in Finance, Economics, or Business

CFP accreditation

FAIS accreditation

Tools

CRM

Job description

Placements24 is seeking a remote Financial Advisor to join a leading financial services provider. You will deliver comprehensive financial and insurance guidance to clients, leveraging technology from your home office to understand needs and build tailored plans.

The role emphasizes ethical financial planning, regulatory compliance, and proactive client engagement with a fully remote advisory team and ongoing training.