Family Advisor - Part Time

Duties

• Be the heart and soul of our client relationships, ensuring families feel valued and satisfied
• Communicate with empathy and professionalism, offering timely, supportive service
• Demystify financial concepts, from investments and estate management to retirement planning
• Craft personalized financial blueprints that help families conquer budgets, navigate debt, and prepare for the future
• Weave stronger client ties through strategic upselling and cross-selling, maintaining stellar satisfaction rates

Requirements

• U.S. citizens age 18+
• A sparkling clean background
• Brilliant communicators and relationship builders
• Eager learners willing to secure a Life Producer license within two weeks (Access is granted to Pre-Licensing course)
• Data-savvy individuals who interpret and relay account metrics with ease

Qualifications

• Customer service, leadership, or management experiences
• Backgrounds in education, coaching, military, or elite athletics
• Entrepreneurial spirits driven by passion and the power of community impact
• Negotiation and technical troubleshooting skills

Benefits

• Annual commission ranging from $65,000 - $85,000

Pay

• Annual commission ranging from $65,000 - $85,000

Schedule

• Flexible schedule