Financial Professional;/ Work at Home

Posted today

experior financialMiami (FL)

Personal Financial AdvisorsPortfolio Management and Investment Advice

SENIORITY

Mid

About the role

Meet with clients to understand their financial goals and needs. Educate clients on financial products and services. Help clients with life insurance, retirement planning, annuities, and other financial protection strategies. Conduct financial needs analyses and recommend suitable solutions. Build and maintain strong client relationships. Assist clients with applications and required documentation. Provide ongoing service and follow-up to existing clients. Stay current on financial products, industry regulations, and licensing requirements. Generate new business through referrals, networking, and marketing. Maintain accurate client records and protect confidential information. Work toward personal and team sales and business goals. Participate in training, professional development, and team meetings.

Before you apply

Applying takes about a minute. These four things decide how fast it moves after that.

Your profile is current

It's what we read first. Occupations, seniority and locations matter more than a long history.

Two examples you can talk through

Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.

A number in mind

What you're on now and what would make you move. We negotiate better when we know both.

Your notice period

Employers plan around it, and it's the question that stalls offers most often.

Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.