Remote Financial Advisor: Retirement & Financial Planning

The Variable Annuity Life Insurance Company; Bozeman (MT); Remote; USD 55,000 - 95,000; Full time

Benefits offered by this job

Health and Wellness Insurance

401(k) Plan with company match up to 6

Company contributions to retirement

Employee Assistance Program

Matching charitable donations

Volunteer Time Off

Job summary

The Variable Annuity Life Insurance Company is seeking a motivated Financial Advisor to provide personalized retirement and financial planning for clients. You will meet with clients, develop financial plans, and leverage our technology and marketing resources to grow your business.

This remote position includes travel up to 25% and requires existing FINRA licenses plus a life/health license. A proven sales track record and strong client service skills are essential for success in this role.

Qualifications

• Active FINRA Series 7 license and Series 63/65 or 66.
• Active state variable life and health license.
• 2+ years of experience as a Financial Advisor or similar sales role.

Responsibilities

• Meet with existing and prospective clients to plan clients' financial futures.
• Utilize company-provided technology and tools to optimize your operations.
• Leverage marketing support, mailings, email blasts, and customized flyers to grow your book of business.
• Collaborate with District Vice President and colleagues to learn new skills and best practices.

Skills

Series 7/63/65/66 licenses

State life and health license

Sales experience

High school diploma or GED

Education

High school diploma or GED

Job description

The Variable Annuity Life Insurance Company is seeking a motivated Financial Advisor to provide personalized retirement and financial planning for clients. You will meet with clients, develop financial plans, and leverage our technology and marketing resources to grow your business.

This remote position includes travel up to 25% and requires existing FINRA licenses plus a life/health license. A proven sales track record and strong client service skills are essential for success in this role.