Associate Financial Planner

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Aone Talent

SiteLinkedInTodas as Vagas

1 - 10 funcionários

Fundada em 2019

🎯 Recrutamento

👥 RH Tech

Recruitment • HR Tech

A Aone Talent é uma empresa de recrutamento e seleção que conecta candidatos a empregadores por meio de uma plataforma movida por inteligência artificial e serviços de consultoria em RH. A empresa oferece soluções personalizadas de correspondência de vagas, triagem de candidatos e recrutamento e seleção de ponta a ponta para empresas de diversos setores, além de oferecer orientação e suporte aos candidatos. A Aone Talent foca em aquisição de talentos eficiente e escalável e terceirização de RH para ajudar organizações a preencher posições temporárias e permanentes.

Descrição

• Engage with clients to understand their financial needs and goals. • Educate clients on various financial products and services, including life insurance. • Build and maintain strong, long-lasting relationships with clients. • Study for and obtain your life producer license in your state of residence within your first 30 days on the job. All necessary study materials will be provided.

🎯 Requisitos

• Self-Motivated : Ability to manage your own time and work effectively at your own pace. • Excellent Communication Skills : Strong interpersonal skills to build trust and rapport with clients. • Discipline : Commitment to preparing for and passing the life producer license exam. • Team Player : Eager to learn from and contribute to a highly experienced and supportive team. • Availability : Ability to work remotely during evening hours. • Technology : Comfortable using technology for remote work and communication. • Preferred: Experience in customer service, sales, coaching, or financial services. • Familiarity with insurance, retirement, or investment concepts. • Entrepreneurial mindset with leadership potential. • Bachelor’s degree is a must! (Preferred in Finance), or any field. • Professional certifications are highly desirable. Must be 18 years or older # GC or Sole U.S. Citizenship Required

🏖️ Benefícios

• This is a commission-based role with a high-growth potential. • Your income will be directly tied to your performance and success. • We provide strong support, training, and a collaborative environment to help you succeed. • Clear path for career advancement in financial planning.