Virtual Financial Advisor Insurance Agent

Yellowstone Life Insurance Agency; Cypress (TX); Remote; USD 40,000 - 80,000; Full time

Job summary

An established industry player is looking for a Virtual Financial Advisor to join their team. This remote role offers the chance to provide personalized financial advice and solutions, helping clients achieve their financial goals. You will be responsible for building client relationships, assessing financial needs, and recommending suitable investment and insurance products. If you have a passion for finance and strong communication skills, this entry-level position in the IT Services and IT Consulting industry could be the perfect fit for you. Join a dynamic team and make a meaningful impact on clients' financial futures.

Benefits

Flexible Work Hours

Remote Work

Professional Development Opportunities

Qualifications

• At least 2 years of experience in financial planning or related fields.
• Strong knowledge of investment products and relevant licenses.

Responsibilities

• Build client relationships and assess financial needs.
• Recommend investment and insurance products.

Skills

Financial Planning

Investment Knowledge

Communication Skills

Education

Bachelor’s Degree in Finance

Bachelor’s Degree in Economics

Tools

Financial Planning Software

Job description

Yellowstone Life Insurance Agency, LLC, an Integrity Company, is seeking a Virtual Financial Advisor.

This remote position involves providing personalized financial advice and solutions to clients to help them reach their financial goals. Responsibilities include building client relationships, assessing financial needs, recommending investment and insurance products, creating financial plans, and monitoring investment portfolios.

Candidates should have at least 2 years of experience in financial planning or related fields, strong knowledge of investment products, excellent communication skills, and relevant licenses (Series 7 and Series 65 or 66). A bachelor’s degree in finance, economics, or a related field is preferred.

Benefits include the flexibility to work virtually. This is an entry-level, full-time role in the IT Services and IT Consulting industry.