Financial Advisor
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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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