Note: The job is a remote job and is open to candidates in USA. Ambrose Financial Group is a comprehensive financial services provider offering tailored retirement and insurance solutions. The Financial Services Professional will be responsible for advising clients on retirement and insurance solutions, creating customized financial plans, maintaining client relationships, and staying informed about industry trends.
Responsibilities
- Advising clients on retirement and insurance solutions
- Creating customized financial plans
- Maintaining client relationships
- Staying informed about industry trends
- Meeting with clients
- Conducting financial analysis
- Collaborating with providers to ensure the best solutions for clients
Skills
- Knowledge of retirement and insurance products
- Financial planning and analysis skills
- Excellent client relationship management skills
- Ability to stay informed about industry trends and developments
- Excellent communication and interpersonal skills
- Ability to work independently and remotely
Benefits
- Full-time or part-time remote role
- Opportunity to build your own remote retirement and insurance brokerage
- We will train the right person with no experience
Company Overview
Finera is a full-fledged financial services provider delivering retirement and insurance solutions tailored to the unique needs of every family. It was founded in 2022, and is headquartered in Philadelphia, Pennsylvania, US, with a workforce of 201-500 employees. Its website is https://finerafinancial.com/.