Virtual Financial Advisor Insurance Agent

Yellowstone Life Insurance Agency, LLC; Tyler (TX); Remote; USD 50,000 - 75,000; Full time

Job summary

A leading company in financial services is seeking a Virtual Financial Advisor to provide personalized financial advice remotely. The role involves building client relationships, assessing financial needs, and recommending investment and insurance products. Ideal candidates are motivated self-starters with strong communication skills and relevant experience in financial planning.

Benefits

Freedom & ability to work virtually

Qualifications

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

Responsibilities

• Build and maintain relationships with clients.
• Assess clients' financial needs and recommend products.
• Create customized financial plans and monitor portfolios.

Skills

Communication

Interpersonal Skills

Financial Planning

Client Relationship Management

Education

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

Job description

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.

• 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.

Freedom & ability to work virtually