COR Financial Partners
COR Financial Partners
51 – 200 कर्मचारी
B2Cबीमावित्त
COR Financial Partners एक वित्त और बीमा कंपनी है, जिसकी स्थापना 2015 में हुई थी और जो परिवारों तथा पेशेवरों को सेवानिवृत्ति की तैयारी में सहायता करती है। इसका काम व्यक्तिगत सेवानिवृत्ति आय योजना, इंडेक्स्ड एन्युइटी, जीवन बीमा और दीर्घकालिक देखभाल रणनीतियों पर केंद्रित है, जिसमें परिसंपत्तियों की सुरक्षा और स्थिर आय तैयार करने पर विशेष जोर दिया जाता है। कंपनी सेवानिवृत्ति कैलकुलेटर, जोखिम आकलन, योजना मार्गदर्शिकाओं, वीडियो सामग्री और अपने Safe Money Blueprint के माध्यम से उपभोक्ता शिक्षा भी प्रदान करती है। COR Financial Partners परामर्श और सेवानिवृत्ति-योजना संसाधनों के जरिए पूरे देश में उपभोक्ताओं की सेवा करती है।

Entry-Level Financial Professional - Florida Remote

Provide remote financial guidance to clients across wealth management, investments, retirement, estate, business, and corporate planning. The role includes training, mentorship, and opportunities for leadership advancement.

विवरण

  • Review clients’ personal financial information to identify planning insights and offer recommendations
  • Create and carry out investment strategies tailored to each client’s objectives and risk tolerance
  • Support estate-planning needs, including wills and trusts, while following applicable legal requirements
  • Build lasting client relationships through clear communication and responsive service
  • Monitor financial regulations and market developments to support well-informed guidance
  • Serve clients across wealth management, retirement, financial, business, and corporate group planning

आवश्यकताएँ

  • At least 18 years of age
  • Successful completion of a background check
  • No criminal history
  • Willingness to obtain a state license if not already licensed
  • Interest in pursuing entrepreneurial goals
  • Demonstrated integrity, ethical conduct, and strong moral principles
  • Commitment to helping people and making a positive difference
  • Self-motivated, accountable, and collaborative approach
  • Openness to coaching and constructive feedback
  • Strong interpersonal and relationship-building skills
  • Comfort working in a fast-paced, highly productive, values-driven environment

लाभ

  • Structured training program to support your start in the role
  • Ongoing mentorship and professional development throughout your career
  • Workplace culture centered on diversity, teamwork, work-life balance, recognition, and rewards
  • Pathways to leadership and specialized positions
  • Access to comprehensive planning analysis tools, brokerage and advisory platforms, and wealth management resources
  • Compensation opportunities through residuals, renewals, commissions, assets under management, and monthly or quarterly bonuses

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