Financial Advisor, Insurance Agents, Relationship Manager

Relationship Manager
Remote

Amazing remote Financial Advisor, Insurance Agents, Relationship Manager opportunity where you earn a base salary and unlimited commission opportunities helping Veterans and their families in a role that does not require any licensures or state exams now or even in the future. Self-motivated, entrepreneurial, fiduciary wealth management professionals are needed. Primary responsibilities are to identify, solicit, establish, develop, and manage new client relationships. Develop, maintain, and expand relationships by actively promoting our services to existing and prospective clients.

EDUCATION & SKILLS REQUIRED:

• A bachelor's degree is a plus.
• Knowledge of financial planning, investment management, and trust administration services is strongly preferred.
• 2+ years as a Financial Advisor, Trust Officer, Internal or External Wholesaler, or similar business development role in financial services.
• Ability to make decisions and recommend services to new and existing relationships. Strong interpersonal skills and good oral and written communication skills.
• Proven ability to develop new relationships within military communities. Military service or strong knowledge of military and government benefits is a plus.
• Salesforce Financial Services Cloud is beneficial.
• Microsoft Office applications are preferred.
• Certification in a related fiduciary field such as CFP, CTFA, or AIF is beneficial.

We are an equal opportunity employer, and we are an organization that values diversity. We welcome applications from all qualified candidates, including minorities and persons with disabilities.

req23-00930

Job Type: Full-time

Pay: $50,000.00 - $60,000.00 per year

Benefits:

• 401(k) matching
• Dental insurance
• Health insurance
• Life insurance
• Paid time off
• Vision insurance

Experience level:

• 3 years
• 4 years

Schedule:

• 8 hour shift
• Monday to Friday

Supplemental pay types:

• Bonus opportunities

Travel requirement:

• Travel

Application Question(s):

• Do you have any military background or knows anyone in the military community?
• Are you in Pensacola FL or nearby cities?

Experience:

• Financial services: 3 years (Required)

Work Location: Remote