About the position
We are seeking a dynamic financial advisor in the insurance sector who is eager to learn and follow instructions and systems to integrate into our team. This position offers 100% online training, and no prior experience is necessary as we provide training from the ground up, leveraging the insurance industry for professional development in the country.
Responsibilities
- Provide financial advice and guidance to clients on investment opportunities, portfolio management, and cash management.
- Develop personalized financial plans based on clients' goals and risk tolerance.
- Help clients understand complex financial strategies and concepts.
- Collaborate with clients to optimize their financial situation through tax-efficient strategies.
- Stay updated on market trends, financial regulations, and best practices in the industry.
Requirements
- Excellent communication skills to effectively convey complex financial information to clients.
- Ability to analyze data, identify trends, and provide strategic recommendations.
- Basic computer knowledge.
- Legal documentation to work in the USA (Work Permit and Social Security).
- Willingness to learn and follow systems.
- Fluency in Spanish is REQUIRED.
Nice-to-haves
- 1 year of experience with financial concepts (desirable)
Benefits
- Full-time position
- Salary starting from $999.00 per week
- Hybrid work location in Phoenix, AZ
