Financial Advisor - Training Provided
National Life Group is one of the leading providers in the financial services industry, specializing in insurance and investments. As a Financial Advisor at National Life, you will play a vital role in providing clients with tailored investment solutions that meet their unique needs.
Responsibilities
- Advise clients on investment strategies and other financial decisions
- Assess clients' assets, liabilities and overall financial conditions
- Prepare presentations that recommend various financial products
- Review and communicate portfolio performances to clients
- Network and build relationships with new and existing client base
Skills
- Proven experience in sales, preferably in the insurance or financial services industry
- Strong communication skills, both verbal and written, to effectively interact with clients
- Ability to analyze data and make informed recommendations based on client needs
- Bilingual skills are a plus but not required
- Ability to Commute: Irvine, CA 92614 (Preferred)
- Ability to Relocate: Irvine, CA 92614: Relocate before starting work (Preferred)
Benefits
- 401(k)
- Dental insurance
- Flexible schedule
- Health insurance
- Vision insurance
- Work from home
- Life insurance
- Retirement plan
Company Overview
Company H1B Sponsorship