Financial Services Professional @ Lorenzo & Annette Uribe | Jobright.ai
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Lorenzo & Annette Uribe ยท 2 days ago

Financial Services Professional

positionUnited States
timePart-time
remoteRemote
seniorityMid Level

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Financial Services

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Responsibilities

Helping clients get out of debt
Preparing clients for a secure retirement
Protecting client's families in the event of illness, injury, aging, or death
Assisting clients to fund their kid's or grandkids' college education
Building and leaving a legacy for the people and causes that matter most to them (wills and trusts)
Assisting clients with their 401Ks, TSP, 403b's, IRA, Roth IRA
Being paid based on performance

Qualification

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Obtain state professional licenseReside in the USLaptop/desktop communicationTeam playerCoachableWilling to learnGrow

Required

Excellent communication skills
Ability to work independently and remotely
Coachable
Willing to obtain state professional license
Team player
Willing to learn and grow
Must reside in the US and be 18+
Must have a laptop/desktop and internet

Company

Lorenzo & Annette Uribe

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Welcome! We are dedicated to helping businesses thrive and individuals secure a better financial future.
dateFounded in 2018
location
GLENDORA, CA
people-size1 employee

Funding

Current Stage
Early Stage
Company data provided by crunchbase
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