Remote Financial Advisor: Life & Wealth Planning

TRPlane.com; Jersey City (NJ); Remote; USD 60,000 - 150,000; Full time

Benefits offered by this job

Remote work

Qualified appointments

Onboarding & training

Leading products

Team collaboration

Career advancement

Marketing support

Job summary

Freedom Builder Group is seeking a Licensed Financial Advisor to meet with clients virtually, assess goals, and tailor financial strategies. This remote role emphasizes education, building trust, and guiding clients through retirement planning, life insurance, and wealth-building solutions.

You will work with a steady flow of qualified appointments, receive ongoing training, and have the flexibility to grow your own book of business while making a meaningful impact.

Qualifications

• Active Financial Advisor and/or Life & Health Insurance License.
• Legally authorized to sell financial products in your licensed state(s).
• Experience in financial services, insurance, wealth management, or retirement planning.
• Strong understanding of retirement strategies, life insurance, and financial planning concepts.
• Excellent communication and presentation skills.
• Ability to build trust and establish lasting client relationships.
• Self-motivated with excellent time management skills.
• Comfortable working remotely and managing a virtual schedule.

Responsibilities

• Conduct virtual consultations via Zoom or phone.
• Analyze clients' financial needs, goals, and current situation.
• Develop personalized financial strategies based on each client's objectives.
• Educate clients on retirement planning, wealth accumulation, and financial protection.
• Present financial solutions with confidence and professionalism.
• Build long-term client relationships through exceptional service.
• Follow up with prospective and existing clients in a timely manner.
• Stay current with industry regulations, licensing requirements, and product knowledge.
• Meet or exceed monthly production goals while maintaining a client-first approach.

Skills

Licensed Financial Advisor

Client consultations

Remote work

Relationship building

Job description

Freedom Builder Group is seeking a Licensed Financial Advisor to meet with clients virtually, assess goals, and tailor financial strategies. This remote role emphasizes education, building trust, and guiding clients through retirement planning, life insurance, and wealth-building solutions.

You will work with a steady flow of qualified appointments, receive ongoing training, and have the flexibility to grow your own book of business while making a meaningful impact.