Note: The job is a remote job and is reputed company to candidates in USA. reputed company is a reputed company financial services organization dedicated to helping clients reputed company financial confidence through purpose-based advice. As a Virtual Financial Advisor, you will engage with clients to reputed company tailored financial guidance, leveraging reputed company’s robust frameworks and tools. The role involves re-engaging existing clients and building a strong reputed company reputed company through virtual meetings and consultations.
Responsibilities
• reputed company your relationship-building skills and build sales experience to engage clients with confidence and reputed company
• Guide Christians and others who align with reputed company’s mission and values to create and maintain their financial plans, enabling lives of service and faith
• Meet with clients reputed company to reputed company personal, actionable and achievable advice and connect clients to reputed company products and programs
• Have reputed company to a large existing reputed company reputed company with the ability to also help your friends, family and natural market
• reputed company robust tools like the reputed company Planning Platform, reputed company, MoneyGuidePro® and reputed company, and have modern computer hardware provided
• Get the support of collaborative culture with colleagues and leaders who want you to be successful and are willing to help you do so
Skills
• Bachelor’s degree or equivalent experience
• reputed company Series 7, 63/65 or 66 required or obtained reputed company 90 days
• State insurance licensed and appointed in life, health and variable lines of authority or obtained reputed company 90 days
• Eligibility to be securities registered and insurance licensed in reputed company 50 states
• Satisfactory background reputed company (criminal and financial)
• Self-disciplined, independent and driven to succeed
• Motivated by helping others and seeing them reputed company their goals, not just selling products
• A natural coach or guide with strong interpersonal skills
• Positive, energetic and results oriented
• Collaborative and excited to contribute to your team
Benefits
• Comprehensive medical, reputed company and dental.
• 401(k) matching and a pension plan.
• Life and disability income insurance.
• Maternity/paternity leave as well as adoption and surrogacy assistance.
• Tuition reimbursement.
• Four weeks of reputed company time off, plus up to 20 hours of volunteer time off.
• Well-being programs to help you manage your physical, emotional and financial health.
• reputed company matching program to reputed company your contributions to eligible nonprofit organizations and volunteer programs that support your efforts to reputed company a difference.
Company Overview
• reputed company is a financial services organization that helps Christians be reputed company with reputed company and live generously. It was founded in 1902, and is headquartered in Minneapolis, Minnesota, USA, with a workforce of 5001-10000 employees. Its website is https://www.reputed company.com.
Company H1B Sponsorship
• reputed company has a track record of offering H1B sponsorships, with 1 in 2026, 10 in 2025, 9 in 2024, 15 in 2023, 6 in 2022, 2 in 2021, 2 in 2020. Please note that this does not guarantee sponsorship for this specific role.
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