Financial Services Agent

Responsibilities

• Offer Life Insurance & Final Expense Planning
• Provide Health Insurance & Medicare Solutions
• Afford Retirement Planning & Income Strategies
• Create Trusts & Asset Protection Strategies
• Prepare Legal Documents (wills, trusts, POA, etc.)
• Facilitate Business Funding & Personal Loans
• Offer Credit Repair & Business Credit Building Services
• Handle Tax Preparation & Strategies
• Prepare Bookkeeping & Payroll Services
• Guide clients through Business Formation & Structuring
• Provide Notary Services

Requirements

• Must be a U.S. Citizen or Permanent Resident
• Coachable and willing to learn
• Strong desire to help others
• Driven to grow personally and financially