What are the responsibilities and job description for the Financial Services Professional position at Athena Financial & Insurance Associates?
Company Description
We are a financial services firm that provides businesses, individuals, and families with products and services to achieve their financial goals. Our financial service products offered include: Life, Annuities, Disability, Long-Term Care, Kid Funds, and Retirement Programs.
Role Description
This is a part-time or full- time role for a Financial Services Professional. The Financial Services Professional will be responsible for providing financial planning, retirement planning, and financial services to clients. The Financial Services Professional will also be responsible for communicating with clients and teammates on a regular basis. You MUST reside in the US and be 18 . You MUST have a laptop/desktop and internet. Appointments are NOT done on a cell phone device or tablet. Our office is in Fullerton, CA. You must be able to come into the office for appointments and trainings.
You will expertly assist clients diversify their financial portfolio by:
- Helping clients get out of debt
- Prepare clients for a secure retirement
- Protect client's families in the event of illness, injury, aging or death
- Assist clients to fund their kid's or grandkids' college education
- Build and leave a legacy for the people and causes that matter most to them (wills and trusts)
- Assist clients with their 401Ks, TSP, 403b's, IRA, Roth IRA
- Paid base on performance (100% commission)
Qualifications
•Excellent communication skills
- Ability to work independently and remotely
- Coachable
- Willing to obtain state professional license
- Team player
- Willing to learn and grow
- Business oriented
- Entrepreneurial