Remote Retirement Specialist — Build a Thriving Advisory Practice

Paraclete Wealth Partners; United States; On-site; USD 50,000 - 100,000; Full time

Benefits offered by this job

Training and mentorship

Full support from a marketing team

Job summary

Paraclete Wealth Partners is looking for motivated Retirement Specialists to help clients secure their financial future. In this role, you will meet clients, evaluate their financial goals, and recommend suitable insurance and annuity products. You will have full support and training, and can work remotely within your local territory.

The ideal candidate will have an active Life Insurance License and strong communication skills. This opportunity focuses on customer relationships and building financial strategies.

Qualifications

• Active state Life Insurance License is required.
• Previous experience in sales or financial services is preferred.
• Strong interpersonal and communication skills essential.

Responsibilities

• Meet with clients to evaluate financial goals, risk tolerance, and coverage needs.
• Educate clients on life insurance policies and annuity products.
• Maintain ongoing relationships with clients.

Skills

Strong interpersonal and communication skills

Ability to explain complex financial concepts

Self-motivated

Organizational skills

Time management skills

Education

Active state Life Insurance License

Previous sales or financial services experience

Job description

Paraclete Wealth Partners is looking for motivated Retirement Specialists to help clients secure their financial future. In this role, you will meet clients, evaluate their financial goals, and recommend suitable insurance and annuity products. You will have full support and training, and can work remotely within your local territory.

The ideal candidate will have an active Life Insurance License and strong communication skills. This opportunity focuses on customer relationships and building financial strategies.