Wealth Haven Financial & Insurance Group, PLLC · 21 hours ago
Insurance & Investment Broker
United States
Full-time
Remote
New Grad, Entry LevelWealth Haven Financial & Insurance Group, PLLC provides a variety of services including retirement planning and health insurance. The successful candidate will work with clients to identify their financial needs and develop tailored financial and insurance strategies to help them achieve their goals.
Insurance
No H1B
U.S. Citizen Only
Responsibilities
Conducting financial assessments
Managing client accounts
Advising on insurance and investment options
Staying current with financial regulations and trends
Qualification
Required
Must be a US Citizen with a clean background
Must be willing to get licensed and go through training
Ability to build and maintain client relationships effectively
Good communication and interpersonal skills
Proficiency in MS 365
Good customer service skills
Preferred
If you have a Life, Health, or Series 6, or 7 license it is very helpful but, not required we offer help attaining them
Company
Wealth Haven Financial & Insurance Group, PLLC
At Wealth Haven Financial & Insurance Group, PLLC, we offer a range of services including retirement planning, health insurance, and financial services.
Founded in 2024
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase