Financial and Retirement Specialist Job at The Abundant Wallet, Remote

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  • The Abundant Wallet
  • Remote

Job Description

:

Many on Indeed have benefited from earning more money with a side hustle.

It's a remarkable opportunity to make realistic extra income and control your schedule.

Earn as you learn. Prior experience is helpful and preferred but not required.

Earn passive income from multiple sources.

Work as little or as much as you want

Only for a select few.

Duties:

-Consult clients to determine their current financial situation. Follow through on client requests, anticipate client needs, and provide end-to-end guidance.

-Based on their individualized needs analysis, the financial associate prepares recommendations for customized financial solutions to current and potential customers.

-Help clients identify risk and manage it appropriately by understanding the latest developments in the financial world and sharing information that can help them make informed decisions.

-Compliance with all the company's risk and regulatory standards, policies, and controls.

Requirements:

- Valid United States ID or Work Visa for the United States

- Good People Skills

- Teachable

- Obtaining a Life and Health Producer's License during training (if not already acquired)

- Time Management skills

- Strong communication skills

- Zoom Account

- Speak English

Benefits:

- Work from home

- Flexible schedule

- Manage your schedule

- Ownership of your book of business at Day One

- Stock options and royalties

- Work with multiple carriers and Management firms

If you meet the above requirements and are open to a rare opportunity, apply now.

Job Types: Full-time, Part-time, Contract

Pay: $2,500.00 - $7,500.00 per month

Application Question(s):

Are you Health Producer Licensed? Do you understand this is a commission-based position? Are you willing to work for a commission?

Experience:

Leadership: 2 years (Required)

License/Certification:

Series 65 (Preferred)

Life Producer's License (Required)

Work Location: Remote

Summary

In the role of Financial and Retirement Specialist, you will be instrumental in guiding clients through financial planning and retirement strategies. Your core skills in financial concepts and analysis will enable you to assess client needs effectively. With premium expertise in estate planning and tax experience, you will provide tailored solutions that enhance client wealth management. Strong communication and leadership abilities will be essential as you build lasting relationships and navigate complex financial regulations. Join our team to make a meaningful impact on clients' financial futures while leveraging your investment and portfolio management skills.

Job Types: Full-time, Part-time, Contract

Pay: $2,500.00 - $7,500.00 per month

Benefits:

  • Flexible schedule

Compensation Package:

  • 1099 contract
  • Commission pay

Work Location: Remote

Job Tags

Extra income, Full time, Contract work, Part time, Second job, Remote work, Work from home, Work visa, Flexible hours

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