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Financial Advisor - Training Provided

Remote · USA Full-time New today

reputed company 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 reputed company
  • 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 reputed company

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 reputed company 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
  • reputed company insurance
  • Work from home
  • Life insurance
  • Retirement plan

Company Overview

  • reputed company offers life insurance, and annuity products to help individuals, families and businesses pursue financial needs. It was founded in 2006, and is headquartered in Montpelier, Vermont, USA, with a workforce of 1001-5000 employees. Its website is https://www.nationallife.com.
  • Company H1B Sponsorship

  • reputed company has a track record of offering H1B sponsorships, with 14 in 2025, 3 in 2024, 4 in 2023, 7 in 2022, 3 in 2021, 5 in 2020. Please note that this does not guarantee sponsorship for this specific role.
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