Job Description
Note: The job is a remote job and is open to candidates in USA. ASK BREE & LISA, LLC. is seeking a driven and hard-working individual to join their team as an entry-level Financial Professional. In this role, you will help clients develop comprehensive retirement strategies while building your own professional practice within a supportive framework. Responsibilities • Provide personalized retirement planning solutions to clients • Educate clients on retirement asset growth and protection strategies • Conduct needs analyses and recommend appropriate financial products • Build and maintain long-term client relationships • Leverage our digital platforms to enhance client experience • Stay current on industry regulations and product offerings • Provide strategic recommendations for products, plans, investments, and other methods to help clients achieve financial goals • Be a coachable, organized team member interested in pursuing training development and educational opportunities • Gather and assess each client’s financial information to accurately determine factors including financial status, cash flow, monetary expectations, financial goals, retirement plans, and additional factors related to wealth management • Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs • Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects Skills • Strong interest in financial services (prior experience beneficial but not required) • Excellent communication and relationship-building skills • Self-motivated with an entrepreneurial mindset • Desire to continuously learn and develop professionally • Willingness to obtain necessary licenses (we provide training and support) • Superior communication, relationship building, and math skills to establish a strong foundation of customer service for all clients. Benefits • Career Growth: Clear pathway to leadership and potentially running your own agency • Comprehensive Training: Industry-leading education and mentorship programs • Work Flexibility: Build your business around your lifestyle • Purpose-Driven Work: Make a real difference in families' financial futures Company Overview • Financial well-being can impact nearly all areas of your life, including your physical and mental health. It was founded in undefined, and is headquartered in Palm Bay, Florida, US, with a workforce of 51-200 employees. Its website is Apply tot his job