Your Success; Our Blueprint

Nothing influences your success more than a solid roadmap to your growth. Your onboarding will be an immersive and engaging experience. You’ll receive the support, stability and opportunity of a Fortune 500 leader. And if you’re new to the financial services industry, we offer up to 90 days of pay and coaching as you obtain the state insurance and securities licenses necessary for this position.

Role Description

As a Virtual Financial Advisor, you’ll:

• Meet with clients virtually to provide personal, actionable and achievable advice
• Have access to a large existing client base, and have the ability to help your friends, family and natural market
• Get the support of collaborative culture with colleagues who want you to be successful and are willing to help you do so
• Flexibility to work from home

What You Bring

Our culture and our people are special. Whether you’re a seasoned financial professional or looking for a career change, you could be a successful Virtual Financial Advisor if you’re:

• Self-disciplined, independent and driven to succeed
• Motivated by helping others and seeing them achieve their goals, not just selling products
• A natural coach or guide with strong interpersonal skills
• Positive, energetic & results oriented
• Collaborative and excited to contribute to your team

Successful financial advisors have come from a variety of career backgrounds, including outside sales, account executives, real estate, client services, hospitality or event managers, business development, admissions counselors, fundraisers and similar roles. Skills acquired in these fields transition well into the Virtual Financial Advisor role.

Requirements

• Bachelor’s degree or equivalent experience. Military veterans are encouraged to apply
• The following licenses must be currently active or obtained within 90 days of hire - Life and Health, Series 7, Series 66
• State insurance licensed and appointed in life, health and variable lines of authority or obtained within 90 days
• Eligibility to be securities registered and insurance licensed in all 50 states
• Sales experience
• Previous experience with Salesforce (or a similar CRM), financial planning, consultative sales models (or similar strategies) is an advantage
• Satisfactory background check (criminal and financial)

Compensation and Benefits

You’ll get all the benefits of a Fortune 500 organization and more. Here, you’ll enjoy:

• Comprehensive medical, vision and dental
• 401(k) matching and a pension plan
• Life and disability income insurance
• Maternity/paternity leave as well as adoption and surrogacy assistance
• Tuition reimbursement
• 4-weeks of paid time off, plus up to 20 hours of volunteer time off
• Well-being programs to help you manage your physical, emotional and financial health
• Gift matching program to double your contributions to eligible nonprofit organizations and volunteer programs that support your efforts to make a difference