Financial & Annuity/Life Insurance Agent
F
Financial ProfessionalFinancial Services
Must currently reside in the United States during the initial for the process.ContractEntry
Salary not disclosed
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Job Details
- Required Skills
- Customer service
Requirements
- Must be 18+ years old
- Must pass a background check
- No felonies
- Must have or be able to obtain a U.S Social Security Number
- Must currently reside in the United States
Responsibilities
- Educate and Develop Financial Need Analysis (FNA) for Clients
- Protect Assets/Funds for families, individuals, and business owners
- Assist clients in building and leaving a legacy
- Advise on index strategies
- Provide debt management services
- Coordinate estate planning with the legal team
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