Financial Planning Specialist

Company DescriptionPurdom's Financial is a non-captive brokerage that partners with over 100+ financial institutions across the United States. Our team of specialists are on the frontlines every day, helping clients find solutions to their financial needs. At our firm, we believe in empowering people from all backgrounds with the knowledge and expertise to achieve their financial goals. Through strategic partnerships with top 100, Fortune 500 companies, we offer complimentary financial plans to individuals in need.Role DescriptionThis is a part-time remote role for an Insurance & Financial Planning Specialist. The Specialist will be responsible for providing insurance and financial planning solutions to clients. The day-to-day tasks will include analyzing client needs, recommending suitable products, managing client accounts, and providing exceptional customer service.Key Responsibilities:Study, learn, and execute with on-the-job trainingShadow client meetings, plan designs, and presentationsAnalyze client financials to determine their needs and risk toleranceReview available options for clientsRecommend which areas or services fit the client's needParticipate in marketing and expansion strategiesQualificationsMinimum 18 years of ageLegal U.S. Resident, Citizen, or Work Permit with SSNA soft background check requiredAble to complete licensing requirements within 30 daysExcellent communication and interpersonal skillsAbility to work independently and remotelyStrong problem-solving and analytical skillsAttention to detail and organizational skillsProficiency in financial planning softwareLicense in insurance or financial planning is a plusPreferred Qualities:We are looking for individuals who have the following qualities and mindset:Honesty and integrity are characteristics you live by.You value and believe in our mission and cause.You are constantly looking for personal growth.You are a leaderYou are a self-starter and goal-orientedYou can work independently and work well as a team playerMarketing and Networking skillsCenter of InfluenceMilitary background

Created: 2025-01-31