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  • Financial Planning Specialist - Raleigh - Lyfe Ryte Financial Solutions

    Lyfe Ryte Financial Solutions
    Lyfe Ryte Financial Solutions Raleigh

    3 weeks ago

    Default job background
    Accounting / Finance
    Description

    Make a Real Difference with Lyfe Ryte Financial Partners

    We're seeking driven professionals to join our mission of empowering individuals to achieve their financial dreams.

    This part-time, remote role as an Insurance & Financial Planning Specialist offers:

    • Meaningful Work: Help individuals and families secure their financial futures.
    • Flexibility and Freedom: Enjoy the freedom of a remote work environment while maintaining a healthy work-life balance.
    • Growth Potential: Develop valuable skills and advance your career within a supportive and rewarding environment.
    • Work-Life Balance: This part-time opportunity allows you to prioritize your family and personal life while pursuing your professional goals.

    About the Role:

    You'll play a vital role in guiding clients towards financial security by:

    • Analyzing client needs and recommending suitable insurance and financial planning solutions.
    • Building strong client relationships through exceptional customer service.
    • Contributing to the growth of our company through marketing and outreach initiatives.

    Qualifications:

    • Minimum 18 years old
    • Legal U.S. Resident, Citizen, or Work Permit with SSN
    • A soft background check required
    • Able to complete licensing requirements within 30 days
    • Excellent communication and interpersonal skills
    • Ability to work independently and remotely
    • Strong problem-solving and analytical skills
    • Attention to detail and organizational skills
    • Proficiency in financial planning software
    • License in insurance or financial planning is a plus

    Ideal Candidate:

    • Driven and Purpose-Oriented: You're seeking a career that aligns with your values and makes a positive impact.
    • Experienced Professional: You have a strong work ethic and a proven track record of success in your current role.
    • Excellent Communicator: You possess strong interpersonal and communication skills with the ability to build rapport with clients.
    • Results-Oriented: You're a self-starter with a strong desire to achieve goals and contribute to team success.
    • Open to Learning: You're eager to learn new skills and continuously develop your knowledge in the financial services industry.

    Bonus Points:

    • Military background
    • Existing insurance or financial planning licenses

    If you're ready to make a difference, we encourage you to apply.


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Financial planning specialist