(Remote) - Licensed Insurance Agent, L.Y.L.E LEGENDS, Alexandria, VA
L.Y.L.E LEGENDS -
Alexandria, VA,
US
(Remote) - Licensed Insurance Agent
Date Posted: 2024-05-01
Job description
A financial coach is a professional who helps individuals, families, or businesses make informed decisions regarding their financial goals and objectives. As a financial coach, your primary responsibility is to provide personalized financial advice and recommendations to clients to help them achieve their short-term and long-term financial objectives.
Key Responsibilities:
1. Client Assessment: Conduct Zoom or in-person meetings with clients to do initial assesment of financial needs and present a game plan.
2. Goal Setting: Collaborate with clients to define their financial goals, such as retirement planning, education planning, wealth accumulation and and debt management.
3. Team Building- the opportunity to become an agency owner is available. You will be able to recruit and build a team under the direction of your Regional Vice President.
4. Client Relationship Management: Build and maintain strong client relationships through regular communication, timely updates, and ongoing financial reviews to ensure their plans remain relevant and aligned with their changing circumstances.
Requirements:
- Minimum high school diploma. Some experience in financial services or insurance is helpful but not required. We pay all licensing fees, and free training is provided.
- Excellent analytical, mathematical, and problem-solving skills to assess clients' financial situations and develop appropriate strategies.
- Strong communication and interpersonal skills to build trust and rapport with clients and effectively explain complex financial concepts in simple terms using company presentation and resources.
- Ethical and trustworthy approach, consistently acting in clients' best interests while maintaining confidentiality.
- Strong attention to detail, organizational skills, and the ability to meet deadlines.
- Willingness to stay updated with industry trends and advancements through continuous education and professional development.
Note: The responsibilities and requirements mentioned above are a general guideline and may vary depending on the company, client base, and specific industry segment of the financial planner.
Key Responsibilities:
1. Client Assessment: Conduct Zoom or in-person meetings with clients to do initial assesment of financial needs and present a game plan.
2. Goal Setting: Collaborate with clients to define their financial goals, such as retirement planning, education planning, wealth accumulation and and debt management.
3. Team Building- the opportunity to become an agency owner is available. You will be able to recruit and build a team under the direction of your Regional Vice President.
4. Client Relationship Management: Build and maintain strong client relationships through regular communication, timely updates, and ongoing financial reviews to ensure their plans remain relevant and aligned with their changing circumstances.
Requirements:
- Minimum high school diploma. Some experience in financial services or insurance is helpful but not required. We pay all licensing fees, and free training is provided.
- Excellent analytical, mathematical, and problem-solving skills to assess clients' financial situations and develop appropriate strategies.
- Strong communication and interpersonal skills to build trust and rapport with clients and effectively explain complex financial concepts in simple terms using company presentation and resources.
- Ethical and trustworthy approach, consistently acting in clients' best interests while maintaining confidentiality.
- Strong attention to detail, organizational skills, and the ability to meet deadlines.
- Willingness to stay updated with industry trends and advancements through continuous education and professional development.
Note: The responsibilities and requirements mentioned above are a general guideline and may vary depending on the company, client base, and specific industry segment of the financial planner.