Financial Services Professional
4 days ago
Yellowstone Life Insurance Agency, LLC is seeking a skilled Financial Services Professional to provide personalized financial advice and solutions to clients. As a Virtual Financial Consultant, you will work remotely to build and maintain relationships with clients, assess their financial needs, and recommend suitable investment and insurance products.
Key Responsibilities- Client Relationship Management: Build and maintain strong relationships with clients, acting as their primary point of contact for all financial matters.
- Financial Needs Assessment: Assess clients' financial needs and goals through thorough analysis and consultation.
- Product Recommendations: Recommend suitable investment and insurance products based on clients' risk tolerance, time horizon, and financial objectives.
- Financial Planning: Create and present customized financial plans to clients, outlining their current financial situation and proposing strategies to help them achieve their goals.
- Portfolio Management: Monitor clients' investment portfolios and make recommendations for adjustments as needed based on market conditions and clients' changing circumstances.
- Industry Knowledge: Stay up-to-date with industry trends and regulatory changes to ensure compliance with all relevant regulations and guidelines.
- Experience: A minimum of 2 years of experience in financial planning or a related field.
- Knowledge: Strong knowledge of investment products, retirement planning strategies, and insurance solutions.
- Interpersonal Skills: Excellent interpersonal and communication skills, with the ability to build rapport with clients and explain complex financial concepts in a clear and concise manner.
- Independence: Ability to work independently and remotely, with a high level of initiative and self-motivation.
- Licenses: Series 7 and Series 65 or 66 licenses required.
- Education: Bachelor's degree in finance, economics, or a related field preferred.
- Remote Work: Freedom to work from the comfort of your own home.
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