Financial Protection Advisor
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Job Location:
Muhlenberg County, KY - USA
Monthly Salary:
USD 72135 - 120568
Experience Required:
1-3years
Posted on:
5 hours ago
Vacancies:
1 Vacancy
Job Summary
Were expanding and seeking dedicated advisors who want to help families secure financial protection products designed to create long-term stability. Youll work fully remote supported by leadership and proven training resources. With warm leads provided your primary focus will be needs-based conversations and guiding clients through straightforward application steps.
Responsibilities
Work warm leads requesting information
Hold Zoom/phone consultations
Present and explain options clearly
Guide clients through application process
Maintain organized client tracking
Requirements
Must obtain a state license
Pass background check
U.S. work authorization
Good communication skills
Benefits
One-on-one mentorship
Carrier access & quoting tools
Fully remote schedule
Performance-based rewards
Required Skills:
Requirements: Must be a U.S. citizen. Strong communication and people skills. Self-motivated disciplined and coachable. Ability to work independently and manage time effectively. Previous sales or customer service experience is a plus but not required (training is provided).
Company Industry
IT Services and IT Consulting
Key Skills
- Business Development
- Estate Law
- Sales Experience
- Trusts
- Wealth Management
- Financial Services
- Investment Experience
- Military Experience
- Securities Law
- Customer relationship management
- Financial Planning
- Wills
