Financial Planning Specialist

Ready for a Change That Matters?

Join Lyfe Ryte Financial Partners and Make a Real Difference

Are you a driven professional seeking a fulfilling career with purpose? Maybe you have a significant other and have built a strong foundation in your current role, and now crave greater impact, flexibility, and work-life balance.

At Lyfe Ryte, we're not just about selling financial products; we're about empowering individuals to achieve their financial dreams. We partner with top companies to offer complimentary financial plans to those in need, and we're looking for compassionate and dedicated individuals to join our mission.

This Part-Time, Remote Role as an Insurance & Financial Planning Specialist Offers:

• Meaningful Work: Help individuals and families secure their financial futures.
• Flexibility and Freedom: Enjoy the freedom of a remote work environment while maintaining a healthy work-life balance.
• Growth Potential: Develop valuable skills and advance your career within a supportive and rewarding environment.
• Work-Life Balance: This part-time opportunity allows you to prioritize your family and personal life while pursuing your professional goals.

About the Role:

You'll play a vital role in guiding clients towards financial security by:

• Analyzing client needs and recommending suitable insurance and financial planning solutions.
• Building strong client relationships through exceptional customer service.
• Contributing to the growth of our company through marketing and outreach initiatives.

Qualifications

• Minimum 18 years old
• Legal U.S. Resident, Citizen, or Work Permit with SSN
• A soft background check required
• Able to complete licensing requirements within 30 days
• Excellent communication and interpersonal skills
• Ability to work independently and remotely
• Strong problem-solving and analytical skills
• Attention to detail and organizational skills
• Proficiency in financial planning software
• License in insurance or financial planning is a plus

Ideal Candidate:

• Driven and Purpose-Oriented: You're seeking a career that aligns with your values and makes a positive impact.
• Experienced Professional: You have a strong work ethic and a proven track record of success in your current role.
• Excellent Communicator: You possess strong interpersonal and communication skills with the ability to build rapport with clients.
• Results-Oriented: You're a self-starter with a strong desire to achieve goals and contribute to team success.
• Open to Learning: You're eager to learn new skills and continuously develop your knowledge in the financial services industry.

Bonus Points:

• Military background
• Existing insurance or financial planning licenses

Ready to Make a Difference?

If you're ready to embrace a new challenge and make a positive impact on the lives of others, we encourage you to apply.