Remote Financial Advisor - Insurance & Retirement Planning

Advantage Financial Brokers; United States; Remote; USD 21,000 - 39,000; Part time

Job summary

Advantage Financial Brokers seeks a Remote Financial Services Representative to support clients with financial, insurance, and investment needs. You will assess goals, explain products, assist with applications, and maintain accurate records in line with licensing requirements.

The role offers flexible scheduling, with part-time or full-time hours (about 10–30 per week) and remote work from anywhere in the United States, plus ongoing training and professional development to enhance client

Qualifications

• Demonstrated customer service skills in virtual environments (active listening, empathy, professional communication).
• Willingness to learn financial concepts and insurance products.
• Ability to work independently in a remote setting and manage multiple tasks.

Responsibilities

• Meet virtually with clients to understand financial goals and needs.
• Educate clients about financial and insurance products and licensing requirements.
• Assist clients with retirement, education planning, wealth protection, or related goals.
• Maintain client records and ensure compliance with carrier and licensing rules.
• Develop client relationships through outreach, events, and referrals.
• Participate in ongoing training and professional development.

Skills

Customer service

Communication skills

Active listening

Remote work independence

CRM systems

Finance knowledge

Tools

CRM systems

Job description

Advantage Financial Brokers seeks a Remote Financial Services Representative to support clients with financial, insurance, and investment needs. You will assess goals, explain products, assist with applications, and maintain accurate records in line with licensing requirements.

The role offers flexible scheduling, with part-time or full-time hours (about 10–30 per week) and remote work from anywhere in the United States, plus ongoing training and professional development to enhance client