Financial Advisor/Insurance Agent

Financial Services is a $109 trillion industry and our parent company is Aegon, $553 billion firm. We are a full service Financial Services firm in a regulated industry, that provides an opportunity for agents to build a business/agency, receive extensive training to learn the financial and insurance industry. Agents will receive consistent coaching and mentorship. Financial Advisor/Financial Professionals helps people and/or businesses organize their finances in preparation for their future. 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:

Opportunity:

• Agents will acquire a Life & Health and/or Securities license or candidate might be already be Licensed.

• Coach clients on how to diversify their financial portfolio

• 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

• Clients best interest is always priority

• Supporting a team of professionals to cultivate client relationships

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

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

• Developing financial strategies for clients and reporting on financial progress.

• Deliver customized investment and insurance solutions agreed upon by clients.

• Work Remotely

• Customer service oriented

• Desire to help others succeed

• Team player

• Commission based

Qualifications:

• Degree not required

• Industry experience not required

• Customer service oriented

• Desire to help others succeed

• Team player

• Excellent interpersonal skills

• Business acumen

We would be honored to interview you and/or provide a complimentary Financial Discussion!

Let's schedule an interview to discuss your financial growth goals. We look forward to hearing from you!

Thanks!

Place of work