Associate Financial Planner

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Aone Talent

Site WebLinkedInTous les Emplois

1 - 10 employés

Fondée en 2019

🎯 Recrutement

👥 RH Tech

Recruitment • HR Tech

Aone Talent est une entreprise de recrutement et de dotation en personnel qui met en relation les chercheurs d'emploi avec les employeurs grâce à une plateforme alimentée par l'IA et des services de conseil en ressources humaines. La société propose des solutions personnalisées d'adéquation d'emploi, de présélection de candidats et de recrutement et dotation de bout en bout aux entreprises de divers secteurs, tout en offrant des conseils et un soutien aux candidats. Aone Talent se concentre sur l'acquisition de talents efficace et évolutive et l'externalisation des RH pour aider les organisations à pourvoir des rôles temporaires et permanents.

Description

• 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.

🎯 Exigences

• 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

🏖️ Avantages

• 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.