Insurance Financial Advisor

Company Description

Life Line Associates is a trusted partnership firm specializing in the insurance sector, with a strong focus on life insurance solutions. We are committed to providing comprehensive and tailored insurance plans to secure the financial future of individuals and families. Our firm is dedicated to offering client-centric services that prioritize their unique financial needs and goals.

Role Description

This is a part-time remote role for an Insurance Financial Advisor. The Insurance Financial Advisor will be responsible for providing financial planning and life insurance solutions to clients. Daily tasks include assessing clients' financial situations, developing retirement plans, advising on investment options, and managing insurance portfolios. The advisor will also need to stay updated with industry trends and regulatory requirements.

Qualifications

• Knowledge of Financial Planning, Retirement Planning, and Finance
• Experience in Insurance and Investments
• Strong analytical and problem-solving skills
• Excellent communication and interpersonal skills
• Ability to work independently and remotely
• Relevant certifications in finance or insurance are a plus
• Bachelor's degree in Finance, Economics, Business Administration, or related field