Financial Services Advisor jobs in United States
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Global 360 LIFE · 4 days ago

Financial Services Advisor

Global 360 LIFE is expanding and seeking motivated Financial Services Advisors to educate individuals and families on financial protection and long-term planning strategies. This opportunity allows for flexible scheduling and offers comprehensive training and mentorship to help advisors succeed in building their business.

Financial Services

Responsibilities

Educate individuals and families on financial protection and long-term planning strategies
Provide life insurance & income protection strategies
Offer retirement planning solutions (IRAs, annuities)
Deliver long-term financial education
Utilize debt awareness and financial literacy tools
Coordinate estate planning education in conjunction with licensed attorneys

Qualification

Financial planningLife insurance strategiesRetirement planningDebt awarenessCoachablePassion for helpingCommunicationGrowth-oriented

Required

Self-motivated and professional
Strong communication skills
Coachable and growth-oriented
Passion for helping others

Preferred

Experience preferred but not required

Benefits

Flexible schedule (part-time or full-time)
Comprehensive training and ongoing mentorship
Licensing guidance and onboarding support
Client education appointments and lead access
Remote work from anywhere in the U.S.

Company

Global 360 LIFE

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Global 360 LIFE Asset Protection: Overview Investment Management and Indexed Universal Life Insurance Global 360 Life Asset Protection is a comprehensive financial strategy that integrates various elements such as investment management, indexed universal life insurance (IUL), annuities, and estate planning.

Funding

Current Stage
Late Stage
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