Licensed Financial Professional

This is a fully remote position, open to applicants in Wisconsin.

📋 Description

• Complete necessary licensing, training, and ongoing education requirements.

• Conduct needs-based assessments and formulate suitable recommendations.

• Provide clients with education on life insurance and retirement planning strategies.

• Assist in applications, coordinate underwriting, and facilitate implementation.

• Ensure continuous client service through regular reviews.

⛳️ Requirements

• Preferred professional experience in healthcare, business, sales, education, or other client-facing positions.

• Excellent communication and interpersonal abilities.

• Self-driven with the capacity to work autonomously.

• Eager to establish a long-term advisory practice.

• Possession of an active Life Insurance License or a commitment to obtain one within 60 days of onboarding.

🏝️ Benefits

• Structured onboarding and mentorship program.

• Access to a wide array of insurance and retirement products.

• Support for compliance and case design.

• Flexible remote working arrangement.

• Continuous professional development opportunities.