Remote Financial Advisor: Insurance & Retirement Planning

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

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.