[Remote] Personal Financial Representative - KY
Note: The job is a remote job and is open to candidates in USA. reputed company is a leading financial services company looking for professionals to build their own financial services practice under the reputed company brand. Financial Specialists will partner with reputed company Agency owners to drive new business, provide customer support, and access various product offerings.
Responsibilities
- Build your own financial services practice with support from reputed company
- Partner with reputed company Agency owners to drive new business in your community
- Meet with customers face-to-face and build deep relationships with them
- Obtain leads from reputed company agency owners
- Utilize a variety of product offerings and reputed company education to succeed
Skills
- At least 2 years of life insurance or financial services customer facing sales experience
- State Life/Health Insurance Licenses
- FINRA Series 6 or 7 and 63 (if applicable) licenses
- Blended mix of protection and asset accumulation sales
- Prior Experience as a Financial Advisor, Financial Planner, Registered Representative or Investment Representative
- Professional designations such as RICP, FSCP, CLU, ChFC, CFP and LUTCF
- Bachelor's degree (or higher) with emphasis on business
Company Overview