Job Summary:
As a financial broker, you will act as an intermediary between clients and Insurance companies, helping them by providing financial services such as life insurance(term, whole, index), annuities services, debt consolidation products. Your role involves understanding clients' financial objectives, and executing transactions on their behalf.
Responsibilities:
1-) Training and compliance: Obtain state license and ensure you meet State and Insurance companies internal and external compliance.
2-) Client Consultation: Zoom meet with clients to discuss their financial goals, risk tolerance, and investment preferences.
Assess clients' financial situations and provide personalized investment advice.
Qualifications:
1-) High school diploma and above
2-) Must have remote access to computer and WIFI connection
3-) Fluent in English
4-) Excellent communication and interpersonal skills will be a plus
Experience:
No experience needed.
Full training will be provided once you obtain your state license.
Compensation:
Commissions and bonuses based compensation.
Refer the company website link below to book an appointment or call 706-581-1963
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https://www.aspiresld.com/
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