Remote Financial Planning Advisor

Zohorecruit; Manchester (NH); Remote; USD 90,000 - 210,000; Full time

Benefits offered by this job

Schedule autonomy

No-cost education

Executive mentorship

Global excursions and conferences

Job summary

Zohorecruit, Manchester, NH, is seeking a self-motivated financial services professional to join a high-energy team focused on delivering wealth-preservation solutions and exceptional client service. You will engage with clients, assess needs, and guide them through tailored insurance and financial planning options.

You will benefit from a supportive environment, ongoing coaching, and opportunities for career growth within a turnkey corporate framework.

Responsibilities

• Collaborate with senior leaders in an encouraging team environment.
• Meet pre-screened clients to assess financial goals and coverage needs.
• Conduct virtual consultations and phone meetings to advise prospective clients.
• Develop tailored wealth-preservation strategies and insurance plans.
• Present clear proposals to secure business and build long-term client relationships.

Job description

Zohorecruit, Manchester, NH, is seeking a self-motivated financial services professional to join a high-energy team focused on delivering wealth-preservation solutions and exceptional client service. You will engage with clients, assess needs, and guide them through tailored insurance and financial planning options.

You will benefit from a supportive environment, ongoing coaching, and opportunities for career growth within a turnkey corporate framework.