Virtual Financial Advisor Insurance Agent
Yellowstone Life Insurance Agency, LLC(1 year ago)
About this role
A Virtual Financial Advisor at Yellowstone Life Insurance Agency provides personalized financial advice and solutions to remote clients to help them reach their financial goals. The role focuses on assessing client needs, recommending appropriate investment and insurance products, and delivering customized financial plans using the company's product suite. This remote position is suited for a motivated self-starter who works independently and collaborates with experienced professionals.
Required Skills
- Financial Planning
- Investment Products
- Retirement Planning
- Insurance Solutions
- Client Relationships
- Communication
- Portfolio Monitoring
- Compliance
- Risk Assessment
- Financial Analysis
+2 more
Qualifications
- Series 7
- Series 65
- Series 66
- Bachelor's Degree
About Yellowstone Life Insurance Agency, LLC
yellowstonelifegroup.comYellowstone Life Group is an innovative company offering virtual insurance opportunities, focusing on providing individuals with resources and support for launching their own insurance businesses. The organization combines technology with personalized training to empower agents in the insurance market. With a commitment to cultivating a thriving community, Yellowstone Life Group is dedicated to fostering financial independence and success through accessible insurance solutions.
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