Associate Financial Planner

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🕒 February 17

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Aone Talent

WebsiteLinkedInAll Job Openings

1 - 10 employees

Founded 2019

🎯 Recruiter

👥 HR Tech

Recruitment • HR Tech

Aone Talent is a recruitment and staffing firm that connects job seekers with employers through an AI-powered platform and HR consulting services. The company provides customized job matching, candidate screening, and end-to-end recruiting and staffing solutions to businesses across industries, while also offering guidance and support to candidates. Aone Talent focuses on efficient, scalable talent acquisition and HR outsourcing to help organizations fill contingent and permanent roles.

📋 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.

🎯 Requirements

• 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

🏖️ Benefits

• 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.