Virtual Financial Advisor - Insurance Agent

Job not on LinkedIn

April 24

🤠 Texas – Remote

Although this job is listed in Texas, this company may be open to hiring remote in other states.

⏰ Full Time

🟢 Junior

🟡 Mid-level

💸 Financial Planning and Analysis (FP&A)

Apply Now

Receive Emails with Similar Jobs

Yellowstone Life Insurance Agency

WebsiteLinkedInAll Job Openings

Insurance • SaaS

Yellowstone Life Insurance Agency is a company offering financial protection solutions through a 100% virtual platform. It prioritizes both client service and agent career opportunities by allowing interactions and transactions to happen virtually from anywhere with an internet or mobile connection. The company supports a flexible work schedule for its agents, with many full-time agents working just four days a week. With a focus on a fully remote model, Yellowstone Life Insurance Agency is set up to offer both experienced and novice agents a structured path to a successful career in insurance sales.

51 - 200 employees

☁️ SaaS

📋 Description

• Yellowstone Life Insurance Agency, LLC, an Integrity Company, is currently seeking a Virtual Financial Advisor. • Provide personalized financial advice and solutions to clients. • Build and maintain relationships with clients, assessing their financial needs. • Recommend appropriate investment and insurance products. • Guide clients through the financial planning process. • Collaborate with a team of experienced professionals to ensure clients receive the best advice.

🎯 Requirements

• A minimum of 2 years of experience in financial planning or a related field. • Strong knowledge of investment products, retirement planning strategies, and insurance solutions. • Excellent interpersonal and communication skills, with the ability to build rapport with clients and explain complex financial concepts in a clear and concise manner. • Ability to work independently and remotely, with a high level of initiative and self-motivation. • Series 7 and Series 65 or 66 licenses required. • Bachelor's degree in finance, economics, or a related field preferred.

🏖️ Benefits

• Freedom & ability to work virtually