Yellowstone Life Insurance Agency ยท 3 months ago
Virtual Financial Advisor Insurance Agent
United States
Full-time
Remote
Mid Level
$50K/yr - $100K/yrYellowstone Life Insurance Agency is seeking a Virtual Financial Advisor Insurance Agent to enhance their financial services team. In this remote role, you will connect with clients to provide tailored financial advice and develop comprehensive insurance plans, guiding them through their financial journeys.
Insurance
Responsibilities
Develop and maintain client relationships through effective communication and personalized service
Conduct comprehensive needs assessments to identify the best financial and insurance products for clients
Present customized financial plans and proposals, utilizing your knowledge of various investment opportunities
Provide ongoing support and guidance to clients, helping them adjust their plans as necessary based on life changes or market conditions
Stay informed on industry trends and regulatory requirements to ensure compliance and deliver the highest quality service
Collaborate with fellow team members to achieve agency goals and enhance service offerings
Qualification
Required
Strong understanding of insurance products, investment strategies, and financial planning principles
Excellent communication and presentation skills to articulate complex financial concepts to clients
Ability to work independently in a remote environment with a self-driven approach
Required licenses: Series 7 and Series 65 or 66; additional insurance licenses as required
Preferred
Proven experience in financial advising or insurance sales preferred
Bachelor's degree in finance, business, or a relatable field is highly preferred
Benefits
Freedom & ability to work virtually
Company
Yellowstone Life Insurance Agency
Our Mission at Yellowstone life group is to provide a business model whereby both our clients and agents can communicate and complete a clients request for any of our financial protection solutions through a 100% Virtual process.
Founded in 2007
51-200 employees
Funding
Current Stage
Growth StageCompany data provided by crunchbase