Seeking Wealth Advisory Agents for a Life & Health and Financial brokerage group in SW Portland, OR. This financial group is seeking a best-in-class Wealth Advisory Agent to join their ranks of financial professionals. You’ll engage directly with both potential clients and existing clients, offering comprehensive expertise in life and health products, while simultaneously assessing the potential of your clients’ growth amidst the landscape of the financial industry.
As a Wealth Advisory Agent, your responsibilities will include onboarding and retaining members by developing relationships, building trust, and anticipating their needs. Monitoring and facilitating communication between on a team to ensure best possible service is being delivered to those clients on all fronts will also fall under your purview. No previous experience is needed, but a willingness to learn employee best practices is required. Weekly professional industry trainings highly recommended at our regional office located in SW Portland, OR.
Minimum requirements: An aptitude to provide excellent customer service and ability to work with numbers. Currently hold a Life and Health license or be able to quickly obtain one.
Preferred: Financial Securities license but not needed for this position.
You’ll be a match for this role if you believe in advocating for your clients and families by utilizing your expertise in strategic life/health and financial matters as well as work with team members and leaders. Does this sound like you? This is a1099 Form position. Remote role but encouraged to be present for one night a week for training.
Please submit a current PDF copy of your resume for consideration.
Thank you! Interviewing soon all qualified applicants.