Virtual Financial Advisor Insurance Agent

Yellowstone Life Insurance Agency; Tyler (TX); Remote; USD 50,000 - 125,000; Full time

Job summary

Join Yellowstone Life Insurance Agency as a Virtual Financial Advisor, providing tailored financial advice from a remote setting. In this role, you will assess client needs, recommend investment and insurance solutions, and present customized financial plans. This position offers flexibility and the chance to collaborate with seasoned professionals, ideal for self-motivated individuals passionate about helping others achieve their financial goals.

Benefits

Freedom & ability to work virtually

Qualifications

• Minimum 2 years of experience in financial planning or related field.
• Strong knowledge of investment products, retirement planning strategies, and insurance solutions.
• Series 7 and Series 65 or 66 licenses required.

Responsibilities

• Build and maintain relationships with clients, acting as their primary point of contact.
• Assess clients' financial needs and goals through thorough analysis.
• Recommend suitable financial products based on clients' needs.

Skills

Communication

Interpersonal skills

Education

Bachelor's degree in finance, economics, or a related field

Job description

Join to apply for the Virtual Financial Advisor Insurance Agent role at Yellowstone Life Insurance Agency

1 week ago Be among the first 25 applicants

Join to apply for the Virtual Financial Advisor Insurance Agent role at Yellowstone Life Insurance Agency

Get AI-powered advice on this job and more exclusive features.

Yellowstone Life Insurance Agency, LLC, an Integrity Company, is currently seeking a Virtual Financial Advisor to join our team. As a Virtual Financial Advisor, you will provide personalized financial advice and solutions to clients to help them reach their financial goals. This is a remote position, allowing you to work from the comfort of your own home.

In this role, you will be responsible for building and maintaining relationships with clients, assessing their financial needs, and recommending appropriate investment and insurance products. You will guide clients through the financial planning process, helping them make informed decisions about their investments, retirement planning, and insurance coverage.

As a Virtual Financial Advisor, you will have access to our comprehensive suite of financial products and resources to assist you in providing top-notch service to your clients. You will collaborate with a team of experienced professionals to ensure that clients receive the best financial advice and solutions.

This is a great opportunity for a motivated self-starter with excellent communication skills and a passion for helping others achieve their financial goals. If you are someone who thrives in a remote work environment and enjoys working independently, this could be the perfect opportunity for you!

Responsibilities

• Build and maintain relationships with clients, acting as their primary point of contact for all financial matters.
• Assess clients' financial needs and goals through thorough analysis and consultation.
• Recommend suitable investment and insurance products based on clients' risk tolerance, time horizon, and financial objectives.
• Create and present customized financial plans to clients, outlining their current financial situation and proposing strategies to help them achieve their goals.
• Monitor clients' investment portfolios and make recommendations for adjustments as needed based on market conditions and clients' changing circumstances.
• Stay up-to-date with industry trends and regulatory changes to ensure compliance with all relevant regulations and guidelines.
  
  

Requirements

• A minimum of 2 years of experience in financial planning or a related field.
• Strong knowledge of investment products, retirement planning strategies, and insurance solutions.
• Excellent interpersonal and communication skills, with the ability to build rapport with clients and explain complex financial concepts in a clear and concise manner.
• Ability to work independently and remotely, with a high level of initiative and self-motivation.
• Series 7 and Series 65 or 66 licenses required.
• Bachelor's degree in finance, economics, or a related field preferred.
  
  

Benefits

Freedom & ability to work virtually

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

• Industries

  Insurance Agencies and Brokerages

Referrals increase your chances of interviewing at Yellowstone Life Insurance Agency by 2x

Sign in to set job alerts for “Financial Advisor” roles.

Financial Solutions Advisor- Consumer Investments - East Dallas

Mineola, TX $61,800.00-$65,600.00 2 weeks ago

Financial Solutions Advisor- Consumer Investments - East Dallas

Tyler, TX $50,000.00-$125,000.00 1 week ago

Tyler, TX $50,000.00-$250,000.00 3 days ago

Merrill Financial Solutions Advisor: Dallas Market

South Central Region Power Delivery Practice Lead

BAS/HVAC Controls Specialist - International Travel

Tyler, TX $90,000.00-$115,000.00 7 hours ago

Financial Analyst (Corporate Investment Risk Assessment)

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.