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- 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.
- 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.
- 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
- 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.
- Military background
- Existing insurance or financial planning licenses
Financial Planning Specialist - Raleigh - Lyfe Ryte Financial Solutions

3 weeks ago

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:
About the Role:
You'll play a vital role in guiding clients towards financial security by:
Qualifications:
Ideal Candidate:
Bonus Points:
If you're ready to make a difference, we encourage you to apply.
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