What are the responsibilities and job description for the Financial Services Professional position at TruLife Financial?
Company Description
TruLife Financial is an independent financial services firm committed to helping individuals, families, and business owners achieve lasting financial security. Specializing in insurance-based solutions and retirement strategies, our mission is to provide stability, protection, and long-term confidence. With services ranging from retirement income strategies and life insurance to asset protection and legacy planning, we deliver tailored solutions for every stage of life. We prioritize clarity, education, and trust, fostering long-term relationships with our clients to guide them towards their financial goals.
Role Description
This is a full-time hybrid role for a Financial Services Professional based in Irvine, CA, with flexibility to work partially from home. Responsibilities include meeting with clients to assess financial needs, developing tailored financial and retirement plans, recommending appropriate financial products, and providing ongoing support to achieve client goals. The role also involves monitoring financial portfolios, staying updated on market trends, ensuring compliance with regulations, and maintaining client relationships through clear and effective communication.
Qualifications
- Experience in Financial Planning, Finance, and Retirement Planning
- Strong understanding of Financial Services and insurance-based solutions
- Excellent Communication skills, including the ability to clearly explain complex financial topics
- Proven ability to build and maintain long-term client relationships
- Detail-oriented with strong problem-solving and analytical skills
- Bachelor’s degree in Finance, Business, Economics, or a related field preferred
- Relevant certifications (e.g., CFP, ChFC) are considered a plus
- Comfortable working in a hybrid environment with partial remote flexibility