[Remote] Family Financial Strategist

Remote Full-time
Note: The job is a remote job and is open to candidates in USA. FBSPL is a nationwide financial services agency seeking individuals to help families with financial planning. The role involves designing strategies for managing debt, protecting income, and planning for retirement while providing access to various financial products.ResponsibilitiesHelp families design practical strategies for managing debt, protecting income, and planning for retirementProvide access to products from a broad network of A-rated financial providersUse the agency's automation and training tools to scale your work without scaling your hoursGrow a dedicated client base with the option to mentor others as your practice expandsSkillsHelp families design practical strategies for managing debt, protecting income, and planning for retirementProvide access to products from a broad network of A-rated financial providersUse the agency's automation and training tools to scale your work without scaling your hoursGrow a dedicated client base with the option to mentor others as your practice expandsBig-picture thinkers who enjoy mapping out a path with clientsHighly coachable people — no finance background needed, just the drive to learnCandidates with active Life and Health Insurance licenses or those pursuing them; not-yet-licensed applicants are welcome and fully supportedPeople who want to make an impact while building their own futureOptional securities licensing is available to widen your offeringsBenefitsMentorship from successful industry professionals and a partner network.Access to a wide range of well-rated providers and products.Remote work with complete schedule flexibility.A proven business system — no cold calling, no door knockingCompany OverviewFBSPL is a BPM consulting firm that assists businesses globally with unique and custom business process solutions. It was founded in 2006, and is headquartered in New York, New York, USA, with a workforce of 501-1000 employees. Its website is https://www.fbspl.com/.

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