Yellowstone Life Insurance Agency
Virtual Financial Advisor Insurance Agent
Yellowstone Life Insurance Agency, Tyler, Texas, United States, 75701
Overview
Yellowstone Life Insurance Agency, LLC, an Integrity Company, is currently seeking a Virtual Financial Advisor to join our team. As a Virtual Financial Advisor, you will provide personalized financial advice and solutions to clients to help them reach their financial goals. This is a remote position, allowing you to work from the comfort of your own home.
Responsibilities
Build and maintain relationships with clients, acting as their primary point of contact for all financial matters.
Assess clients' financial needs and goals through thorough analysis and consultation.
Recommend suitable investment and insurance products based on clients' risk tolerance, time horizon, and financial objectives.
Create and present customized financial plans to clients, outlining their current financial situation and proposing strategies to help them achieve their goals.
Monitor clients' investment portfolios and make recommendations for adjustments as needed based on market conditions and clients' changing circumstances.
Stay up-to-date with industry trends and regulatory changes to ensure compliance with all relevant regulations and guidelines.
Requirements
A minimum of 2 years of experience in financial planning or a related field
Strong knowledge of investment products, retirement planning strategies, and insurance solutions
Excellent interpersonal and communication skills, with the ability to build rapport with clients and explain complex financial concepts in a clear and concise manner
Ability to work independently and remotely, with a high level of initiative and self-motivation
Series 7 and Series 65 or 66 licenses required
Bachelor's degree in finance, economics, or a related field preferred
Benefits Freedom & ability to work virtually
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Responsibilities
Build and maintain relationships with clients, acting as their primary point of contact for all financial matters.
Assess clients' financial needs and goals through thorough analysis and consultation.
Recommend suitable investment and insurance products based on clients' risk tolerance, time horizon, and financial objectives.
Create and present customized financial plans to clients, outlining their current financial situation and proposing strategies to help them achieve their goals.
Monitor clients' investment portfolios and make recommendations for adjustments as needed based on market conditions and clients' changing circumstances.
Stay up-to-date with industry trends and regulatory changes to ensure compliance with all relevant regulations and guidelines.
Requirements
A minimum of 2 years of experience in financial planning or a related field
Strong knowledge of investment products, retirement planning strategies, and insurance solutions
Excellent interpersonal and communication skills, with the ability to build rapport with clients and explain complex financial concepts in a clear and concise manner
Ability to work independently and remotely, with a high level of initiative and self-motivation
Series 7 and Series 65 or 66 licenses required
Bachelor's degree in finance, economics, or a related field preferred
Benefits Freedom & ability to work virtually
#J-18808-Ljbffr