[Remote] Financial Services Professional
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.ResponsibilitiesAdvising clients on retirement and insurance solutionsCreating customized financial plansMaintaining client relationshipsStaying informed about industry trendsMeeting with clientsConducting financial analysisCollaborating with providers to ensure the best solutions for clientsSkillsKnowledge of retirement and insurance productsFinancial planning and analysis skillsExcellent client relationship management skillsAbility to stay informed about industry trends and developmentsExcellent communication and interpersonal skillsAbility to work independently and remotelyBenefitsFull-time or part-time remote roleOpportunity to build your own remote retirement and insurance brokerageWe will train the right person with no experienceCompany OverviewFinera 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/.