Yellowstone Life Insurance Agency · 3 months ago
Virtual Financial Advisor Insurance Agent
Cypress, TX
Full-time
Hybrid
Entry, Mid Level
2+ years expYellowstone Life Insurance Agency, LLC, an Integrity Company, is currently seeking a Virtual Financial Advisor to join their team. In this remote role, you will provide personalized financial advice and solutions to clients, helping them reach their financial goals through relationship building and tailored financial planning.
InsuranceLife InsuranceMortgageRetirement
Responsibilities
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
Qualification
Required
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
Preferred
Bachelor's degree in finance, economics, or a related field preferred
Benefits
Freedom & ability to work virtually
Company
Yellowstone Life Insurance Agency
Yellowstone Life Insurance Agency offers virtual life insurance and Medicare coverage through remote independent agents.
51-200 employees
Funding
Current Stage
Growth StageCompany data provided by crunchbase