Note: The job is a remote job and is open to candidates in USA. FBSPL is hiring a Licensed Financial Solutions Specialist to help families evaluate protection, retirement, and wealth-building options. The role involves tailoring recommendations from a network of providers, educating clients, and using automation tools to manage work efficiently in a fully remote environment.
Responsibilities
- Help clients identify the right mix of life and health protection for their situation
- Connect families with retirement and wealth-building options alongside their coverage
- Draw from a network of A-rated providers to tailor each recommendation
- Use modern automation tools to manage your work efficiently and keep it personal
Skills
- Resourceful problem-solver who likes matching people with the right solution
- Coachable, curious, and committed to continuous learning
- Active Life and Health Insurance licenses, or working toward them; unlicensed applicants are welcome and supported through the process
- Optional securities licensing as a next step
Benefits
- Mentorship from experienced professionals and a supportive partner network
- A full lineup of products from trusted, highly rated providers
- A schedule you set
- A proven training system paired with appointments set for you
- Optional securities licensing as a next step
- Estimated performance-based earnings of $62,000-$86,000
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