Financial Advisor-Insurance Life/Health Agent

3 weeks ago

Remote, United States Financial Services & Insurance Company Full time
Job DescriptionJob Description

Our parent company is Aegon, $553 billion company. We are a full service Financial Services and Insurance firm in a state/federal regulated industry, that provides an opportunity for agents to build a business, receive extensive training to learn the business and industry. We offer investments and Insurance products to our clients. Agent's will receive consistent coaching and mentorship. Financial Advisor or Insurance Agents help people or businesses organize their finances. Their duties include discussing finances and financial goals with clients, developing financial strategies for clients and reporting on financial progress.

Here are the qualifications for this role"

*Qualifications*No experience needed and we will guide you through the state licensing process, if you do not have a license. If you have a Life license great. Once trained and able to work independently:

· Provides financial planning services by advising the customer on the advantages and disadvantages of different product decisions in alignment with their individual needs.

· Based on individualized financial needs analysis, prepares recommendations for customized financial solutions to current and potential customers.

· Meeting clients and discussing their finances and financial goals.

· Delivers a diversified set of investment, insurance and advice-based solutions with a financial planning mindset to meet the individualized investment needs of current and potential customers.

· Researching financial products for clients and explaining their key features and benefits.

· Negotiating better financial concepts with providers on a client’s behalf

· Supporting a team of professionals to cultivate client relationships

· Ability to work remotely

· Customer service oriented

· Desire to help others succeed

· Team player

· Commission based

* Potential Bonuses as you reach certain levels

If you are dissatisfied with your 9-5 JOB, BUSINESS, LIFE, desire FREEDOM & TIME BACK to do what you want, when you want, ambitious, motivated, need some motivation in your life or WILL to learn, then....we can teach you the SKILL If this is you, this opportunity is definitely for you. You will receive leadership development, training, coaching, recognition, and the ability to change your life. We are seeking licensed and non-licensed agents on a full-time or part-time basis as an Independent Contractor. This is a virtual business, so no need to worry about commuting or traffic, you can work remotely from anywhere around the world.

We are expanding and growing in all states, including Canada, Puerto Rico. We are in the "Distribution of Financial Services Education" business helping people understand how money works, INVESTING in PEOPLE and coaching clients on tax-advantage retirement concepts to help sustain their lifestyle and...opportunity to build a lucrative virtual business with UNLIMITED earning potential

If you are tired of being tired and/or would like to diversify your financial portfolio. We would be honored to interview you

Let's schedule a virtual conversation to discuss further. We look forward to hearing from you

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