Virtual Financial Advisor Insurance Agent

Join Yellowstone Life Insurance Agency, LLC as a Virtual Financial Advisor Insurance Agent and take the next step in your financial services career! In this remote role, you'll connect with clients from the comfort of your own home, providing them with tailored financial advice and strategic insurance solutions to help them secure their financial futures.

As a Virtual Financial Advisor, you will leverage your expertise to assess client needs, identify the right financial products, and develop comprehensive insurance plans. You will guide clients through their financial journeys, offering advice on investment strategies, risk management, and retirement planning to ensure they meet their goals.

Utilizing state-of-the-art technology, you’ll maintain strong connections with clients while navigating a dynamic market. This role allows you to work flexibly while making a meaningful impact in your client’s lives.

Key Responsibilities:

• Develop and maintain client relationships through effective communication and personalized service.
• Conduct comprehensive needs assessments to identify the best financial and insurance products for clients.
• Present customized financial plans and proposals, utilizing your knowledge of various investment opportunities.
• Provide ongoing support and guidance to clients, helping them adjust their plans as necessary based on life changes or market conditions.
• Stay informed on industry trends and regulatory requirements to ensure compliance and deliver the highest quality service.
• Collaborate with fellow team members to achieve agency goals and enhance service offerings.

Requirements

• Proven experience in financial advising or insurance sales preferred.
• Strong understanding of insurance products, investment strategies, and financial planning principles.
• Excellent communication and presentation skills to articulate complex financial concepts to clients.
• Ability to work independently in a remote environment with a self-driven approach.
• Required licenses: Series 7 and Series 65 or 66; additional insurance licenses as required.
• Bachelor's degree in finance, business, or a relatable field is highly preferred.

Benefits

Freedom & ability to work virtually