Job Listing Expires on July 13, 2025
Full-Time Position in Accounting, Data Analytics, Economics & Finance
Financial Services is a $109 trillion industry, and our parent company is Aegon, a $553 billion firm. We are a full-service financial services firm operating in a regulated industry, offering agents the opportunity to build a business/agency with extensive training in the financial and insurance industry. Agents will receive consistent coaching and mentorship.
The Financial Advisor helps individuals and businesses organize their finances to prepare for their future. Responsibilities include discussing financial goals with clients, developing financial strategies, and reporting on financial progress. Here are the qualifications for this role:
Responsibilities
1. Researching financial products for clients and explaining their key features and benefits.
2. Providing financial planning services by advising clients on the advantages and disadvantages of different product decisions aligned with their needs and goals.
3. Developing financial strategies for clients and reporting on financial progress.
4. Delivering customized investment and insurance solutions as agreed upon with clients.
5. Supporting and managing a team of professionals to cultivate client and agent relationships.
Qualifications
* Degree not required
* Industry experience not required
* Ability to work remotely
* Customer service-oriented
* Desire to help others succeed
* Team player
* Excellent interpersonal skills
* Business acumen
* Commission-based compensation
If you're tired of not having financial freedom or want to diversify your financial portfolio, we invite you to interview with us or receive a complimentary financial coaching session.
Let's schedule an interview to discuss your financial growth goals. We look forward to hearing from you!
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