Wealth Protection Advisor

We are dedicated to empowering families with comprehensive financial literacy, a mission that we pursue with unwavering professionalism and agility. Our goal is to equip each family with the knowledge and tools necessary to achieve financial stability and success, ensuring that these benefits are passed down through generations. We believe in the transformative power of financial education and are committed to delivering these insights with the utmost passion and excellence, creating a brighter and more prosperous future for all.

Partnership Overview:

Wealth For Generations - Experior Financial Group is seeking an Wealth Protection Advisor to join our team in the financial industry. This role involves helping families build generational wealth through life insurance solutions. We offer comprehensive training, weekly product knowledge based meetings.

Responsibilities:

- Understand clients' financial goals and create customized life insurance plans.

- Educate clients on life insurance benefits and features.

- Develop strategies to help clients achieve long-term financial security.

- Assist clients with life insurance applications and the underwriting process.

- Maintain strong client relationships through regular communication and excellent service.

- Be able to manage a team

- Daily financial literacy exercises to ensure Knowledge is sharp

- Stay informed about industry trends, products, and regulations.

- Collaborate with team members to achieve company goals and sales targets.

Experience:

- High school diploma or equivalent (Bachelor’s degree in finance, business, or related field preferred).

- Previous experience in sales, customer service, or the financial industry is a plus.

-Life Insurance License is Required ( Must obtain if not Acquired)

- Strong interpersonal and communication skills.

- Ability to understand and explain complex financial concepts.

- Detail-oriented with excellent organizational skills.

- Proactive and self-motivated leader with a strong work ethic.

- Basic knowledge of financial planning and life insurance products is a plus.

- Proficiency in Microsoft Office Suite.

Skills:

- Interpersonal and communication skills

- Ability to explain financial concepts

- Organizational skills

- Leader (Able to take charge of your destiny)

- Proactive and self-motivated

Salary Type : Commission

Join our team at Wealth For Generations as an Entry Level Manager where you can make a meaningful impact on families' financial futures while growing personally and professionally in a supportive environment.

Job Type: Full-time

Pay: $50,000.00 - $100,000.00 per year

People with a criminal record are encouraged to apply

Work Location: Remote