Virtual Financial Advisor Insurance Agent - Remote

**Join Our Team as a Virtual Financial Advisor!**

We are currently seeking a dedicated Virtual Financial Advisor to join our team. As a Virtual Financial Advisor, you will have the opportunity to provide personalized financial advice and solutions to clients, helping them achieve their financial goals from the comfort of your own home.

**Role Overview:**
In this remote position, you will be responsible for building and maintaining strong relationships with clients, assessing their financial needs, and recommending suitable investment and insurance products. You will guide clients through the financial planning process, assisting them in making informed decisions about their investments, retirement planning, and insurance coverage.

**Key Responsibilities:**
- Build and maintain relationships with clients, serving as their primary point of contact for all financial matters.
- Assess clients' financial needs and goals through detailed analysis and consultation.
- Recommend appropriate 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.

**Qualifications:**
- 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:**
- The freedom and ability to work virtually

**Why Join Us?**
This is a fantastic opportunity for a motivated self-starter with a passion for helping others achieve their financial goals. If you thrive in a remote work environment and enjoy working independently, this could be the perfect opportunity for you!
Employment Type: Full-Time
Salary: $ 70,000.00 110,000.00 Per Year