Note: The job is a remote job and is open to candidates in USA. FBSPL is seeking a Remote Financial Services Advisor to provide senior-level guidance to clients facing complex financial decisions. The role involves conducting consultations, evaluating existing financial arrangements, preparing defensible written recommendations, managing applications through underwriting and issue, and contributing to reviews of difficult cases.
Responsibilities
- Advise clients on complex household situations routed to the senior desk
- Evaluate existing arrangements before proposing anything new
- Produce written recommendations that withstand outside scrutiny
- Answer direct challenges to your reasoning without deflecting
- Work with case management from submission through issue
- Contribute to desk reviews of how difficult cases are handled
Skills
- Five or more years advising clients, with a record you can speak to
- Composure with clients who push back and expect substance
- Command of how coverage and financial products interact in practice
- Writing suitable for a client's accountant or attorney
- Professional home office, reliable internet, quality video setup
- Weekday business-hours availability
Benefits
- Remote work arrangement
- Qualified consultations scheduled and confirmed for you
- Case management from application through issue
- Advanced product training and ongoing technical education
- CRM, illustration, and conferencing systems
- Direct access to desk leadership and peer case review
- Path into desk leadership or mentoring newer advisors
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