Frontlines Financial ยท 3 hours ago
Insurance & Financial Planning Specialist
United States
Part-time
Remote
Entry Level
$50K/yr - $90K/yr
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Responsibilities
Study, learn, and execute with on-the-job training
Shadow client meetings, plan designs, and presentations
Analyze client financials to determine their needs and risk tolerance
Review available options for clients
Recommend which areas or services fit the client's need
Participate in marketing and expansion strategies
Qualification
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Required
Minimum 18 years of age
Legal U.S. Resident, Citizen, or Work Permit with SSN
A soft background check required
Able to complete licensing requirements within 30 days
Excellent communication and interpersonal skills
Ability to work independently and remotely
Strong problem-solving and analytical skills
Attention to detail and organizational skills
Proficiency in financial planning software
Preferred
License in insurance or financial planning is a plus
Honesty and integrity are characteristics you live by.
You value and believe in our mission and cause.
You are constantly looking for personal growth.
You are a leader
You are a self-starter and goal-oriented
You can work independently and work well as a team player
Marketing and Networking skills
Center of Influence
Military background
Company
Frontlines Financial
Frontlines Financial Partners are on the frontlines every day with clients.
Founded in 2022
2-10 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase
