(Work from home) - Insurance Sales
: Job Details :

100 % REMOTECOMPANY PROGRAM FOR LICENSECOMPANY PROVIDED WARM LEADSAbout our Company:We are a Fintech company with over 80 years of experience training, mentoring, and coaching tens of thousands of people around the world coming from multiple industries.As an agent, you will have access to do business with A+ rated financial companies, which allows you to shop around for your clients and find the best prices and products to suit their needs.If we choose to move forward with you, we will equip you with all the knowledge, training, and experience you need to succeed at a high level.Qualifications: Obtain life insurance license (if not licensed, we have a program to help you obtain the license) Must have a laptop/desktop with working microphone and camera Positive attitude Self-motivated Strong drive for success Trustworthy Excellent communication skills Ability to work independently and as part of a teamResponsibilities: Educating clients about financial concepts, investment options, and market trends Help clients understand complex financial matters and make informeddecisions about their finances Assessing clients; financial situations, including income, expenses, assets, liabilities, and long-term goals Develop comprehensive financial plans tailored to their clients' specific circumstances and goals You will cover various aspects of personal finance, including retirement planning, investment management, tax planning, estate planning, riskmanagement, and education funding Help clients understand and manage risks associated with investments, insurance, and other financial decisions to protect their financial well-being Assist clients in creating estate plans to manage the transfer of assets to heirs efficiently and minimize estate taxes, such as setting up wills, trusts, and other estate planning vehicles Recommend tax-advantaged investment vehicles, retirement accountcontributions, and other tax planning techniques Conduct annual reviews of their clients; financial plans and portfolios to ensure they remain aligned with clients; goals and objectives Building and maintaining strong relationships with clients by providingpersonalized and responsive service, communicate regularly with clients and address their concerns and questions promptlyBenefits: 100% remote Flexible schedule and working hours Immediate support from our team Incentive trips