Virtual Financial Advisor Insurance Agent

Proven experience in financial advising or insurance sales preferred. Strong understanding of insurance products, investment strategies, and financial planning principles. Excellent communication and presentation skills to articulate complex financial concepts to clients. Ability to work independently in a remote environment with a self-driven approach. Required licenses: Series 7 and Series 65 or 66; additional insurance licenses as required. Bachelor's degree in finance, business, or a relatable field is highly preferred.

Develop and maintain client relationships through effective communication and personalized service. Conduct comprehensive needs assessments to identify the best financial and insurance products for clients. Present customized financial plans and proposals, utilizing your knowledge of various investment opportunities. Provide ongoing support and guidance to clients, helping them adjust their plans as necessary based on life changes or market conditions. Stay informed on industry trends and regulatory requirements to ensure compliance and deliver the highest quality service. Collaborate with fellow team members to achieve agency goals and enhance service offerings.