Financial Services Professional at EVO Global Financial in Remote

Summary: EVO Global Financial is a firm that collaborates with multiple Financial Fortune 500 companies to provide financial security through life insurance and wealth-building strategies. The Financial Services Professional role involves creating financial strategies for clients, offering a wide range of financial products, and helping individuals achieve financial independence.

Responsibilities:
- Create a strategy to help families pursue financial independence
- Focus on what matters most, creating a better quality of life for clients and their loved ones
- Offer products and services from a broad array of financial services providers
- Assist clients with their financial portfolio and retirement needs

Required Qualifications:
- Ability to obtain a license in your state
- Participation in Zoom meetings (80% of the opportunity)

Preferred Qualifications:
- Experience in customer service
- Experience in sales
- Experience in banking
- Experience in accounting
- Experience in technical/software roles
- Experience in managerial/leadership/entrepreneurial roles

Required Skills: Life Insurance Licensing, Ambitious

Benefits: Remote opportunity, Flexibility in work/life balance, Make your own schedules, Comprehensive training program via webinar/zoom, Remote opportunity requires you to be present for Zoom meetings (80% of this opportunity), We provide all the necessary training to help you obtain a license in your state (usually takes an average of 2 weeks of training to get the license)