Remote Financial Solutions Advisor

Verisum; Tampa (FL); Remote; USD 89,280 - 223,200; Full time

Benefits offered by this job

In-House Lead System

Remote Work + Flexible Schedule

Complete Training & Licensing Support

Mentorship from Top Producers

Performance Bonuses

Job summary

A financial services advisory firm is seeking motivated individuals to join their team, offering flexible remote work and a chance to succeed in a highly rewarding career path. The role involves educating clients on advanced financial strategies, managing client relationships, and conducting virtual meetings. Candidates should be excellent communicators with a willingness to follow a proven system in a supportive team culture. The firm provides in-house leads, comprehensive training, and opportunities for advancement and increased earnings.

Qualifications

• Ability to manage client relationships using CRM tools.
• Proficient in virtual communication and consultation.
• Willingness to undertake training and mentorship.

Responsibilities

• Educate clients on financial strategies.
• Conduct virtual meetings with clients.
• Follow up with interested leads.
• Guide clients through various financial products.
• Manage client interactions using CRM.

Skills

Excellent communicator, especially over phone/Zoom

Coachable, driven, and self-motivated

Ability to build rapport and earn trust quickly

Comfortable with remote tools (Zoom, CRM platforms)

Education

Life and Health Insurance License (or willingness to obtain)

Tools

CRM tools

Zoom

Job description

A financial services advisory firm is seeking motivated individuals to join their team, offering flexible remote work and a chance to succeed in a highly rewarding career path. The role involves educating clients on advanced financial strategies, managing client relationships, and conducting virtual meetings. Candidates should be excellent communicators with a willingness to follow a proven system in a supportive team culture. The firm provides in-house leads, comprehensive training, and opportunities for advancement and increased earnings.