Financial Advisor

World Financial Group Newark, New Jersey
financial advisor financial team retirement research insurance insurance solutions business acumen
November 23, 2022
World Financial Group
Newark, New Jersey

Job Description

We work with WFG which is a financial company that help customers achieve financial independence and plan for retirement, our job is to show customers the services provided by WFG and determine which plan would suit them better.

Responsibilities:

  • Research financial products for clients and explain features and benefits.

  • Provides financial planning services by advising the client on the advantages and disadvantages of different product decisions in alignment with their individual needs and goals.

  • Develop financial strategies for clients and reports on financial progress.

  • Deliver customized investment and insurance solutions agreed upon by the client.

  • Supports a team of professionals to cultivate client relationships.

Qualifications:

  • Degree not required

  • Industry experience not required

  • Ability to work remotely

  • Outstanding customer skills

  • Desire to help others succeed

  • Team player

  • Excellent interpersonal skills

  • Business acumen

  • the job is a commission-based job meaning that you will get paid based on what you do.


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