Client Financial Strategist

Dallas, TX

Part Time to Full Time

Entry Level

About Us:
We are partnered with the leading financial services firm dedicated to helping individuals and families build, protect, and grow their wealth. We partner with over 40 top-rated carriers to offer life insurance, retirement planning, and debt solutions. Our mission is to educate clients on financial literacy.

Job Summary:
We are seeking a motivated Client Financial Strategist to join our team. In this role, you will provide expert financial guidance to clients, helping them secure their future through customized life insurance and wealth-building strategies. You will also have the opportunity to build your own business and create a lasting impact in your community.

We're seeking people who are honest, trustworthy, dependable, motivated, and dedicated. No finance or insurance skills or experience are necessary. We have a great training program and will be happy to ensure you are taught everything you need to know to be successful.

We are partnered with a full service financial agency working to help our clients grow wealth and get out of debt.

We are looking for someone who has between 10-20 hours a week available initially to train and start helping families.

This is a hybrid, commission-based only position. The more families you help, the more you earn. The time you dedicate and your schedule are up to you.

Responsibilities:
· Educate clients on financial literacy and wealth-building strategies
· Offer customized life insurance solutions, including term, IULs, and annuities
· Provide debt solutions to help clients cut expenses and achieve financial freedom
· Assist clients with retirement planning and legacy protection
· Build and maintain long-term relationships with clients
· Offer a part-time passive income opportunity in financial services
· Attend ongoing training to stay informed about industry trends and products
· Meeting and contacting new potential clients to discuss financial concerns and needs
· Analyzing client needs and presenting potential solutions
· On-going development of professional skills and knowledge
· Help individuals, families, and businesses with identifying and implementing strategies to achieve short-term, mid-term, and long-term financial goals, including but not limited to retirement planning, college planning, debt management, insurance, investments, estate & legacy goals.

Benefits:

Based on Performance, typical part time pay is $40-$60k and full time is $80-$100k
Flexible Schedule
No Door Knocking
No Cold Calling
Supportive Team
Coached weekly by top earners in the company

Qualifications:

Willingness to get a life insurance license
Customer Service proficiency
Excellent communication and interpersonal skills
Ability to build and maintain client relationships
Ability to work in a team-based environment
Highly self-motivated and self-disciplined with the ability to work effectively with little or no supervision

Skills:
·      Computer software-Zoom
·      Office software (spreadsheets, documents, etc)
·      Google Calendar
·      Google Drive
·      Interpersonal Skills
·      Team Leadership

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