Virtual Financial Advisor Insurance Agent

Overview

Yellowstone Life Insurance Agency, LLC, an Integrity Company, is currently seeking a Virtual Financial Advisor to join our team. As a Virtual Financial Advisor, you will provide personalized financial advice and solutions to clients to help them reach their financial goals. This is a remote position, allowing you to work from the comfort of your own home.

• Build and maintain relationships with clients, acting as their primary point of contact for all financial matters.
• Assess clients' financial needs and goals through thorough analysis and consultation.
• Recommend suitable investment and insurance products based on clients' risk tolerance, time horizon, and financial objectives.
• Create and present customized financial plans to clients, outlining their current financial situation and proposing strategies to help them achieve their goals.
• Monitor clients' investment portfolios and make recommendations for adjustments as needed based on market conditions and clients' changing circumstances.
• Stay up-to-date with industry trends and regulatory changes to ensure compliance with all relevant regulations and guidelines.

• A minimum of 2 years of experience in financial planning or a related field
• Strong knowledge of investment products, retirement planning strategies, and insurance solutions
• Excellent interpersonal and communication skills, with the ability to build rapport with clients and explain complex financial concepts in a clear and concise manner
• Ability to work independently and remotely, with a high level of initiative and self-motivation
• Series 7 and Series 65 or 66 licenses required
• Bachelor's degree in finance, economics, or a related field preferred

Freedom & ability to work virtually