Debt & Wealth Specialist at Epic Legacy Insurance Solutions
We are looking for a Debt & Wealth Specialist to provide guidance on current debt elimination decisions, cash management, and day-to-day expenses while building wealth/assets simultaneously.
We provide exclusive pre-qualified leads with our own advanced marketing system for Life Insurance, Annuities, Whole Life, and IUL's.
We offer Weekly Group Coaching/Mastermind training, one-on-one mentoring, and administrative support with access to our training University.
Debt & Wealth Specialist responsibilities include forecasting cash flow and the inefficiency of bill payment with interest-paying accounts such as credit cards, installment loans, and mortgages. We provide a new way to redirect customer income when paying their bills to quickly eliminate debt in ⅓ of the time and build wealth simultaneously. To be successful in this role, you should have Financial Services experience in the insurance industry or a business administration degree with an emphasis in Finance and relevant work experience as a professional life insurance advisor to families and business clients.
Ultimately, you will help us expand our company's growth and opportunities to open new markets as a leader.
Responsibilities
- Assess the company's financial proprietary tools.
- Source and evaluate capital expansion options for business owners, including business insurance, loans, and funding.
- Advise on insurance financial instruments for debt elimination and wealth management.
- Forecast revenues and expenses and report any discrepancies.
- Analyze personal or business inefficiencies with cash flow analysis and identify opportunities to turn debt into assets.
- Monitor financial procedures and ensure compliance with the law.
- Provide solutions and set goals to increase customer cash flow with tax benefits.
- Review day-to-day transactions to identify areas of improvement.
Requirements
- Life and Health Insurance License is a requirement.
- Proven work experience as a Financial Services Consultant with an emphasis on advanced markets in the insurance industry.
- Hands-on experience with High Level Customer Relationship Management systems and Insurance Backoffice systems is a plus (optional).
- Good knowledge or willingness to learn and be coachable for financial concepts such as Infinite Banking, Velocity Banking, and Leverage.
- Excellent analytical skills, along with the ability to create detailed reports and spreadsheets.
- Confidentiality.
- BS degree in Finance, Accounting, Economics, or related field.
- Additional certification (e.g., CFP or CFA) is a plus.
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