Financial Planner Specialist

7 days ago


Fresno, California, United States Prodigy Solutions Inc Full time
Job Summary

As a Financial Planner Specialist at Prodigy Solutions Inc, you will play a crucial role in helping lower to middle income families with their financial planning needs. This is an exciting opportunity to join our team of dedicated professionals who are passionate about making a difference in people's lives.

The ideal candidate will have excellent communication skills, be able to work independently, and have a strong understanding of life insurance products. If you are a motivated and results-driven individual who is looking for a challenging and rewarding career, then this may be the perfect opportunity for you.

We offer a competitive salary of $52,400 per year, which is based on a 40-hour workweek. Additionally, we offer a comprehensive benefits package that includes health, dental, and vision insurance, as well as a 401(k) retirement plan.

In this role, you will be responsible for selling life insurance products to prospective customers, compiling lists of prospective clients, contacting and qualifying prospective clients, delivering and explaining policies, and developing long-term relationships with clients and underwriters.

You must be 18 years old, pass a background check, and be legally authorized to work in the US. This is a remote position that offers flexibility and work-life balance.



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