Benefits:
Bonus based on performance
Flexible schedule
Opportunity for advancement
Training & development
Wellness resources
Job Description: Are business owners still paying money in taxes even after all of their deductions? Are you looking for an opportunity that allows you to leverage your unique experience in another sector of the financial service world? Are you a dedicated tax professional who has seen the emotional and physical challenges of working with businesses and individuals? Have you witnessed firsthand the financial devastation that illness can bring to clients and their families? If so, you are more than qualified to do so and we have the perfect role for you. Plus this position will allow you to retain clients and add more tro your book of business.
About Us: We are a leading financial services company specializing in life insurance and annuities. This is game changing for your clients. Your goal is to protect their wealth and hard earned money as well as provide the deductions they deserve. Our mission is to educate families on the importance of having a financial strategy in place for life's uncertainties. Whether it's an untimely death, a severe illness, or living longer than expected, our goal is to ensure families are financially protected. With our upgraded life insurance policies, clients are covered in the event of heart attack, stroke, cancer, end-stage renal failure, cognitive impairment, and more. Life insurance you don't have to die to use! It's available, yet no one is talking about it. Why? We will share with you how this is the biggest triple tax benefit in the IRS code, yet no one is talking about it. Why are more and more tax professionals getting their LIFE/ANNUTIES license with us? Even more than doctors, the financial service industry is paying handsomely to share the info and we get paid from the multi Billion Dollar Insurance companies directly. So I can promise this will be worth your time.
Why We Need You: We value the skills and experience that tax professionals bring to the table. Your trustworthiness, dedication, and understanding of the tax laws make you uniquely qualified to educate families about the importance of life insurance as well as tax free retirement options that many of your clients are now seeking.
Responsibilities:
Educate families about life insurance and living benefits, tax free retirement options are more with full training provided.
Help clients understand how life insurance can provide financial security in case of untimely death, serious illness, or extended life. Life insurance oen does not have to die to use.
Explain that our life insurance coverage now includes living benefits, meaning clients may access their policy while still alive in case of a qualifying critical illness or injury. This includes common conditions such as heart attack, stroke, cancer, renal failure, cognitive impairment, and more.
Annuity options that more and more professionals are wanting to learn more about. Zero fees, No market Risk, Zero Floor, Guaranteed Lifetime Income GLIR options and much more!
Develop personalized financial strategies for clients based on their needs and circumstances.
Provide exceptional customer service and support to clients.
Option to refer clients as a referral partner and receive compensation without taking on full responsibilities.
Requirements:
Strong communication and interpersonal skills.
Ability to work independently from home.
Willingness to learn about life insurance and financial planning.
Commitment to helping families achieve financial security.
What We Offer:
Comprehensive training to obtain your Life/Annuities license.
Flexible work-from-home opportunities.
Potential for passive income.
Supportive and collaborative team environment.
Opportunity to make a meaningful impact on families' financial well-being.
Maria Christ
703-209-2544
Call or text anytime #TAX
Job Types: Full-time, Part-time, Temporary
Pay: $208,829.00 - $550,000.00 per year