Virtual Wealth Advisor - New Jersey
RG&T Solutions, Summit, NJ, United States
The Virtual Wealth Advisor role involves delivering personalized financial strategies to mass affluent clients through virtual channels such as phone and video.
They proactively identify and sell investment and insurance products, aiming to grow client assets and expand relationships.
Key Responsibilities
Analyze client financial information and recommend suitable investment options.
Achieve sales goals.
Maintain compliance with company policies and regulatory standards.
Qualifications
Active Series 7, 66 (65 and 63), and life insurance licenses.
Proven sales record and experience in virtual client service.
Compensation & Benefits
Compensation ranges from $65,000 to $70,000 annually plus incentives, with benefits like health coverage, retirement plans, and flexible work arrangements.
Work Schedule
This hybrid role involves working Monday through Friday, focusing on delivering exceptional customer service and developing a robust client book.
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They proactively identify and sell investment and insurance products, aiming to grow client assets and expand relationships.
Key Responsibilities
Analyze client financial information and recommend suitable investment options.
Achieve sales goals.
Maintain compliance with company policies and regulatory standards.
Qualifications
Active Series 7, 66 (65 and 63), and life insurance licenses.
Proven sales record and experience in virtual client service.
Compensation & Benefits
Compensation ranges from $65,000 to $70,000 annually plus incentives, with benefits like health coverage, retirement plans, and flexible work arrangements.
Work Schedule
This hybrid role involves working Monday through Friday, focusing on delivering exceptional customer service and developing a robust client book.
#J-18808-Ljbffr