What are the responsibilities and job description for the Financial Planning Specialist position at Purdom's Financial?
Company Description Purdom's Financial is a non-captive brokerage that partners with over 100 financial institutions across the United States. Our team of specialists are on the frontlines every day, helping clients find solutions to their financial needs. At our firm, we believe in empowering people from all backgrounds with the knowledge and expertise to achieve their financial goals. Through strategic partnerships with top 100, Fortune 500 companies, we offer complimentary financial plans to individuals in need.
Role Description This is a part-time remote role for an Insurance & Financial Planning Specialist. The Specialist will be responsible for providing insurance and financial planning solutions to clients. The day-to-day tasks will include analyzing client needs, recommending suitable products, managing client accounts, and providing exceptional customer service.
Key Responsibilities :
- Study, learn, and execute with on-the-job training
- Shadow client meetings, plan designs, and presentations
- Analyze client financials to determine their needs and risk tolerance
- Review available options for clients
- Recommend which areas or services fit the client's need
- Participate in marketing and expansion strategies
Qualifications
Preferred Qualities : We are looking for individuals who have the following qualities and mindset :