Remote Financial Advisory & Client Acquisition Consultant

Rozgoo; Bismarck (ND); Remote; USD 50,000 - 90,000; Full time

Job summary

Rozgoo seeks a client-focused financial advisor to help individuals grow a sustainable home-based business backed by an established financial organization. You will work directly with consumers via video calls, analyzing their financial goals and offering tailored protective options.

You will drive new business through proactive outreach, conduct virtual consultations to map out client financial requirements, and design benefit-focused plan proposals while providing ongoing client support.

Qualifications

• Experience conducting virtual consultations to assess client needs.
• Ability to design tailored financial plans.
• Strong communication and relationship-building skills.

Responsibilities

• Drive new business through proactive outreach and community networking.
• Conduct virtual consultations to map out client financial requirements.
• Design and deliver clear, benefit-focused plan proposals.
• Provide continuous support to clients after initial engagement.

Skills

Virtual consultations

Financial goal analysis

Prospect outreach

Community networking

Job description

Rozgoo seeks a client-focused financial advisor to help individuals grow a sustainable home-based business backed by an established financial organization. You will work directly with consumers via video calls, analyzing their financial goals and offering tailored protective options.

You will drive new business through proactive outreach, conduct virtual consultations to map out client financial requirements, and design benefit-focused plan proposals while providing ongoing client support.