Financial Advisor

Role Description: This part-time remote role as a Financial Advisor will involve providing comprehensive financial planning, retirement planning, investment advice, and financial advisory services. You will work closely with clients to assess their financial needs, develop strategic plans, and offer guidance on financial decision-making.

• Key Responsibilities:

Conduct thorough financial assessments to understand clients financial goals.

• Develop and implement tailored financial plans and investment strategies.

Provide continuous advice and support to clients, ensuring their financial plans align with their goals.

• Stay updated with financial markets, investment products, and regulatory changes.

Build and maintain strong client relationships through regular communication and exceptional customer service.

• Qualifications:

Proficiency in Financial Planning, Retirement Planning, and Financial Advisory is a plus.

• Experience in finance and investments is also an advantage.

Strong analytical and problem-solving skills.

• Excellent communication and interpersonal skills.

Ability to work independently and remotely.

• Knowledge of insurance products and services is a plus.

Bachelor's degree in Finance, Economics, Business Administration, or a related field is preferred but not required.

• FOR FINANCIAL ADVISORS - Part time/Full time

Key Benefits:

• Highly paying variable commission

HMO and life insurance coverage

• Quarterly and Annual Bonuses

Referral Incentives

• Dental Benefits

Travel incentives (domestic and international)

• Extensive training and career development opportunities

Segmentation and rewards

• Work from home set up

Best of all - Living a life of significance by empowering people to live a better life

Key Qualifications:

• Passionate and goal oriented

Coachable

• College Graduate

2 years outstanding sales experience

• FOR UNIT HEADS- Full Time

Key Benefits:

• 30,000-70,000/month starting allowance

Highly paying variable commission

• HMO and life insurance coverage

Car loan subsidy

• iPad/ Laptop

Quarterly, Semi Annual and Annual Bonuses

• Referral Incentives

Travel incentives (domestic andvinternational)

• Extensive training and career development

opportunities

• Best of all - Living a life of significance by building a team of financial advisors who empower people to live better lives.

Key Qualifications:

• Passionate and effective leader

Strong background in recruiting and developing people

• Sales Management background is recommended (banking, insurance, financial services, real estate, pharmaceutical or any sales related industry)

At least 2 years outstanding management experience

At least 2 years outstanding sales experience

Job Types: Full-time, Part-time

Job Types: Full-time, Part-time

Expected hours: No less than 18 per week

Benefits:

• Company events

Flexible schedule

• Health insurance

Life insurance

• Paid training

Work from home
Schedule:

• Flextime

Supplemental Pay:

• Commission pay

Performance bonus

• Quarterly bonus

Yearly bonus

Application Question(s):
Are you applying for a part-time or full-time position