Financial Administration
Job Location:
Washington, DC - USA
Monthly Salary:
Not provided by the employer
Posted:
10 August 2026 (27 days ago)
Application Deadline:
7 November 2026
Vacancies:
1 Vacancy
Job Summary
Sit down with clients to review their income debt and savings goals using a complimentary budgeting and planning Financial Products: Offer specific items like term life insurance mutual funds annuities and referrals for auto/home insurance or legal and Build a Team: Invite new people to join the company as agents train them and help them get licensed. Provide Financial Education: Teach basic concepts about saving money reducing debt and preparing for retirement.